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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 | $52,140 | $70,418-26.0% | $96,570-46.0% | $85,847-39.3% |
| Participation rate | 61.7% | 61.8%-0.1pp | 69.8%-8.2pp | 69.3%-7.7pp |
| Annual return | 16.37% | 18.59%-2.2pp | 37.79%-21.4pp | 318.61%-302.2pp |
| Employer contribution / active EE | $2,468 | $1,413+74.6% | $2,357+4.7% | $2,565-3.8% |
| Participant deferral / active EE | $4,463 | $2,894+54.2% | $3,849+16.0% | $3,952+12.9% |
| Admin fee / account holder | $4,870 | $4,995-2.5% | $6,182-21.2% | $6,261-22.2% |