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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 | $54,311 | $125,190-56.6% | $105,624-48.6% | $145,897-62.8% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 17.21% | 225.22%-208.0pp | 116.20%-99.0pp | 552.29%-535.1pp |
| Employer contribution / active EE | $1,086 | $3,720-70.8% | $3,168-65.7% | $4,663-76.7% |
| Participant deferral / active EE | $2,667 | $5,716-53.3% | $5,013-46.8% | $6,689-60.1% |
| Admin fee / account holder | $3,589 | $17,138-79.1% | $10,961-67.3% | $13,390-73.2% |