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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 | $29,970 | $227,566-86.8% | $189,558-84.2% | $167,518-82.1% |
| Participation rate | 63.6% | 82.5%-18.9pp | 78.5%-14.8pp | 82.1%-18.5pp |
| Annual return | 30.20% | 78.43%-48.2pp | 64.19%-34.0pp | 478.71%-448.5pp |
| Employer contribution / active EE | $3,605 | $5,316-32.2% | $4,412-18.3% | $4,838-25.5% |
| Participant deferral / active EE | $4,269 | $7,002-39.0% | $6,174-30.9% | $6,342-32.7% |
| Admin fee / account holder | $1,408 | $11,881-88.1% | $9,809-85.6% | $12,312-88.6% |