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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 | $49,321 | $165,939-70.3% | $122,354-59.7% | $147,586-66.6% |
| Participation rate | 54.5% | 79.6%-25.0pp | 71.6%-17.1pp | 82.8%-28.3pp |
| Annual return | 22.30% | 34.56%-12.3pp | 30.28%-8.0pp | 578.59%-556.3pp |
| Employer contribution / active EE | $2,428 | $5,754-57.8% | $4,051-40.1% | $4,876-50.2% |
| Participant deferral / active EE | $4,102 | $4,005+2.4% | $3,287+24.8% | $5,439-24.6% |
| Admin fee / account holder | $324 | $7,425-95.6% | $5,479-94.1% | $10,886-97.0% |