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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 | $53,142 | $183,592-71.1% | $155,574-65.8% | $145,877-63.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 17.18% | 61.37%-44.2pp | 64.87%-47.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,564 | $5,317-51.8% | $4,676-45.2% | $4,663-45.0% |
| Participant deferral / active EE | $3,613 | $6,466-44.1% | $5,629-35.8% | $6,691-46.0% |
| Admin fee / account holder | $2,115 | $19,316-89.0% | $15,914-86.7% | $13,402-84.2% |