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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 | $53,311 | $148,629-64.1% | $135,982-60.8% | $139,487-61.8% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 17.24% | 79.33%-62.1pp | 68.32%-51.1pp | 373.84%-356.6pp |
| Employer contribution / active EE | $4,655 | $5,247-11.3% | $4,859-4.2% | $4,755-2.1% |
| Participant deferral / active EE | $4,688 | $8,102-42.1% | $7,760-39.6% | $6,713-30.2% |
| Admin fee / account holder | $761 | $12,406-93.9% | $10,767-92.9% | $11,407-93.3% |