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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 | $41,097 | $157,296-73.9% | $141,191-70.9% | $152,897-73.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.84% | 64.34%-42.5pp | 71.41%-49.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $7,172 | $5,262+36.3% | $4,736+51.4% | $4,764+50.6% |
| Participant deferral / active EE | $3,392 | $7,111-52.3% | $6,710-49.5% | $5,851-42.0% |
| Admin fee / account holder | $603 | $12,125-95.0% | $10,264-94.1% | $11,599-94.8% |