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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 | $47,607 | $228,352-79.2% | $185,835-74.4% | $158,966-70.1% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 28.93% | 40.81%-11.9pp | 35.96%-7.0pp | 302.95%-274.0pp |
| Employer contribution / active EE | $2,021 | $4,967-59.3% | $4,087-50.6% | $4,762-57.6% |
| Participant deferral / active EE | $10,073 | $6,416+57.0% | $5,633+78.8% | $5,983+68.4% |
| Admin fee / account holder | $466 | $11,867-96.1% | $9,502-95.1% | $11,250-95.9% |