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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 | $49,776 | $114,119-56.4% | $107,187-53.6% | $138,895-64.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 15.29% | 273.21%-257.9pp | 204.55%-189.3pp | 145.39%-130.1pp |
| Employer contribution / active EE | $3,380 | $4,059-16.7% | $3,782-10.6% | $4,194-19.4% |
| Participant deferral / active EE | $11,805 | $5,538+113.2% | $5,096+131.7% | $6,396+84.6% |
| Admin fee / account holder | $787 | $10,024-92.1% | $9,162-91.4% | $12,562-93.7% |