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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 | $57,273 | $112,131-48.9% | $95,964-40.3% | $158,982-64.0% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 18.84% | 171.19%-152.4pp | 91.64%-72.8pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,154 | $3,199-32.7% | $2,541-15.3% | $4,763-54.8% |
| Participant deferral / active EE | $6,942 | $4,784+45.1% | $4,167+66.6% | $5,983+16.0% |
| Admin fee / account holder | $15,190 | $10,136+49.9% | $6,797+123.5% | $11,252+35.0% |