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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,991 | $111,535-50.7% | $105,223-47.7% | $137,256-59.9% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 19.49% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,846 | $3,939-53.1% | $3,689-50.0% | $4,156-55.6% |
| Participant deferral / active EE | $3,954 | $5,500-28.1% | $5,072-22.0% | $6,407-38.3% |
| Admin fee / account holder | $3,607 | $9,721-62.9% | $8,859-59.3% | $12,270-70.6% |