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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 | $56,854 | $107,353-47.0% | $92,903-38.8% | $152,885-62.8% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.5%-14.3pp |
| Annual return | 17.28% | 145.62%-128.3pp | 109.43%-92.2pp | 345.39%-328.1pp |
| Employer contribution / active EE | $1,141 | $4,222-73.0% | $3,653-68.8% | $4,763-76.0% |
| Participant deferral / active EE | $4,128 | $4,848-14.8% | $4,238-2.6% | $5,851-29.4% |
| Admin fee / account holder | $2,516 | $7,081-64.5% | $5,795-56.6% | $11,598-78.3% |