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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 | $53,349 | $89,259-40.2% | $107,187-50.2% | $82,637-35.4% |
| Participation rate | 57.1% | 67.9%-10.8pp | 75.0%-17.9pp | 68.1%-10.9pp |
| Annual return | 15.09% | 21.02%-5.9pp | 204.55%-189.5pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,936 | $3,080-37.2% | $3,782-48.8% | $2,552-24.2% |
| Participant deferral / active EE | $4,215 | $4,037+4.4% | $5,096-17.3% | $4,126+2.2% |
| Admin fee / account holder | $3,111 | $7,381-57.9% | $9,162-66.0% | $7,339-57.6% |