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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 | $57,077 | $110,337-48.3% | $102,383-44.3% | $145,877-60.9% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 15.26% | 24.83%-9.6pp | 24.94%-9.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,837 | $4,216-32.7% | $3,870-26.7% | $4,663-39.2% |
| Participant deferral / active EE | $3,715 | $5,621-33.9% | $5,060-26.6% | $6,691-44.5% |
| Admin fee / account holder | $2,312 | $9,750-76.3% | $8,391-72.4% | $13,402-82.7% |