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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 | $54,596 | $165,381-67.0% | $149,730-63.5% | $158,966-65.7% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 24.70% | 348.29%-323.6pp | 276.70%-252.0pp | 302.95%-278.3pp |
| Employer contribution / active EE | $1,530 | $5,104-70.0% | $4,645-67.1% | $4,762-67.9% |
| Participant deferral / active EE | $5,481 | $7,182-23.7% | $6,843-19.9% | $5,983-8.4% |
| Admin fee / account holder | $4,836 | $10,809-55.3% | $9,310-48.1% | $11,250-57.0% |