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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 | $39,575 | $183,592-78.4% | $155,574-74.6% | $145,877-72.9% |
| Participation rate | 52.9% | 82.7%-29.8pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 15.45% | 61.37%-45.9pp | 64.87%-49.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,092 | $5,317-79.5% | $4,676-76.6% | $4,663-76.6% |
| Participant deferral / active EE | $2,837 | $6,466-56.1% | $5,629-49.6% | $6,691-57.6% |
| Admin fee / account holder | $5,331 | $19,316-72.4% | $15,914-66.5% | $13,402-60.2% |