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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 | $47,642 | $157,296-69.7% | $141,191-66.3% | $152,897-68.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.40% | 64.34%-38.9pp | 71.41%-46.0pp | 345.43%-320.0pp |
| Employer contribution / active EE | $1,657 | $5,262-68.5% | $4,736-65.0% | $4,764-65.2% |
| Participant deferral / active EE | $2,489 | $7,111-65.0% | $6,710-62.9% | $5,851-57.5% |
| Admin fee / account holder | $437 | $12,125-96.4% | $10,264-95.7% | $11,599-96.2% |