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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 | $49,217 | $181,062-72.8% | $158,223-68.9% | $155,188-68.3% |
| Participation rate | 68.4% | 82.7%-14.2pp | 79.2%-10.8pp | 80.8%-12.4pp |
| Annual return | 10.47% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.4pp |
| Employer contribution / active EE | $2,426 | $4,565-46.8% | $4,109-41.0% | $4,248-42.9% |
| Participant deferral / active EE | $2,217 | $6,134-63.9% | $5,467-59.5% | $6,531-66.1% |
| Admin fee / account holder | $2,863 | $18,825-84.8% | $16,047-82.2% | $14,480-80.2% |