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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 | $31,184 | $165,399-81.1% | $149,745-79.2% | $158,982-80.4% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 2186.01% | 348.34%+1837.7pp | 276.72%+1909.3pp | 302.99%+1883.0pp |
| Employer contribution / active EE | $1,509 | $5,105-70.4% | $4,646-67.5% | $4,763-68.3% |
| Participant deferral / active EE | $6,847 | $7,183-4.7% | $6,843+0.1% | $5,983+14.4% |
| Admin fee / account holder | $3,710 | $10,811-65.7% | $9,312-60.2% | $11,252-67.0% |