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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 | $61,033 | $172,111-64.5% | $150,298-59.4% | $137,256-55.5% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 19.26% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,647 | $4,636-42.9% | $4,154-36.3% | $4,156-36.3% |
| Participant deferral / active EE | $4,216 | $6,166-31.6% | $5,453-22.7% | $6,407-34.2% |
| Admin fee / account holder | $304 | $16,471-98.2% | $14,116-97.8% | $12,270-97.5% |