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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 | $51,207 | $148,623-65.5% | $135,974-62.3% | $139,466-63.3% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 23.64% | 79.30%-55.7pp | 68.30%-44.7pp | 373.66%-350.0pp |
| Employer contribution / active EE | $2,600 | $5,246-50.4% | $4,859-46.5% | $4,754-45.3% |
| Participant deferral / active EE | $13,846 | $8,103+70.9% | $7,760+78.4% | $6,712+106.3% |
| Admin fee / account holder | $4,749 | $12,406-61.7% | $10,767-55.9% | $11,409-58.4% |