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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 | $181,062-66.3% | $158,223-61.4% | $155,188-60.7% |
| Participation rate | 54.5% | 82.7%-28.1pp | 79.2%-24.7pp | 80.8%-26.3pp |
| Annual return | 19.26% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,647 | $4,565-42.0% | $4,109-35.6% | $4,248-37.7% |
| Participant deferral / active EE | $4,216 | $6,134-31.3% | $5,467-22.9% | $6,531-35.5% |
| Admin fee / account holder | $304 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |