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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 | $30,149 | $172,111-82.5% | $150,298-79.9% | $137,256-78.0% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 14.20% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,483 | $4,636-68.0% | $4,154-64.3% | $4,156-64.3% |
| Participant deferral / active EE | $5,671 | $6,166-8.0% | $5,453+4.0% | $6,407-11.5% |
| Admin fee / account holder | $6,151 | $16,471-62.7% | $14,116-56.4% | $12,270-49.9% |