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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 | $53,013 | $111,535-52.5% | $105,223-49.6% | $137,256-61.4% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.0%-9.8pp | 80.0%-14.7pp |
| Annual return | 16.06% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,018 | $3,939-48.8% | $3,689-45.3% | $4,156-51.4% |
| Participant deferral / active EE | $2,412 | $5,500-56.2% | $5,072-52.4% | $6,407-62.4% |
| Admin fee / account holder | $303 | $9,721-96.9% | $8,859-96.6% | $12,270-97.5% |