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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 | $49,196 | $107,363-54.2% | $92,909-47.1% | $152,897-67.8% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 19.73% | 145.63%-125.9pp | 109.44%-89.7pp | 345.43%-325.7pp |
| Employer contribution / active EE | $3,512 | $4,222-16.8% | $3,653-3.9% | $4,764-26.3% |
| Participant deferral / active EE | $6,046 | $4,848+24.7% | $4,238+42.7% | $5,851+3.3% |
| Admin fee / account holder | $11,351 | $7,082+60.3% | $5,795+95.9% | $11,599-2.1% |