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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 | $49,002 | $134,817-63.7% | $123,973-60.5% | $155,188-68.4% |
| Participation rate | 41.2% | 79.4%-38.2pp | 76.7%-35.5pp | 80.8%-39.6pp |
| Annual return | 17.99% | 515.49%-497.5pp | 388.13%-370.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $973 | $4,425-78.0% | $4,126-76.4% | $4,248-77.1% |
| Participant deferral / active EE | $4,086 | $5,706-28.4% | $5,247-22.1% | $6,531-37.4% |
| Admin fee / account holder | $391 | $13,245-97.0% | $11,799-96.7% | $14,480-97.3% |