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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 | $53,389 | $102,385-47.9% | $147,080-63.7% | $80,935-34.0% |
| Participation rate | 63.2% | 75.9%-12.7pp | 82.2%-19.0pp | 67.7%-4.5pp |
| Annual return | 15.67% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $3,138 | $3,717-15.6% | $4,933-36.4% | $2,757+13.8% |
| Participant deferral / active EE | $6,094 | $6,651-8.4% | $8,066-24.5% | $4,299+41.7% |
| Admin fee / account holder | $9,656 | $7,951+21.4% | $12,989-25.7% | $6,924+39.5% |