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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 | $45,681 | $183,592-75.1% | $155,574-70.6% | $145,877-68.7% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 13.49% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,214 | $5,317-58.4% | $4,676-52.7% | $4,663-52.5% |
| Participant deferral / active EE | $5,846 | $6,466-9.6% | $5,629+3.9% | $6,691-12.6% |
| Admin fee / account holder | $843 | $19,316-95.6% | $15,914-94.7% | $13,402-93.7% |