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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 | $40,487 | $162,529-75.1% | $130,788-69.0% | $154,746-73.8% |
| Participation rate | 59.1% | 75.9%-16.8pp | 70.1%-11.0pp | 80.7%-21.6pp |
| Annual return | 21.34% | 510.48%-489.1pp | 386.44%-365.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,811 | $4,447-36.8% | $3,558-21.0% | $4,379-35.8% |
| Participant deferral / active EE | $3,798 | $4,808-21.0% | $4,137-8.2% | $6,730-43.6% |
| Admin fee / account holder | $768 | $7,669-90.0% | $6,673-88.5% | $14,365-94.7% |