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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 | $56,764 | $181,062-68.6% | $158,223-64.1% | $155,188-63.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 26.37% | 57.39%-31.0pp | 52.09%-25.7pp | 148.84%-122.5pp |
| Employer contribution / active EE | $1,561 | $4,565-65.8% | $4,109-62.0% | $4,248-63.3% |
| Participant deferral / active EE | $4,333 | $6,134-29.4% | $5,467-20.8% | $6,531-33.7% |
| Admin fee / account holder | $1,839 | $18,825-90.2% | $16,047-88.5% | $14,480-87.3% |