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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 | $50,489 | $208,088-75.7% | $186,193-72.9% | $154,746-67.4% |
| Participation rate | 69.2% | 80.0%-10.8pp | 77.1%-7.9pp | 80.7%-11.5pp |
| Annual return | 26.27% | 89.97%-63.7pp | 78.03%-51.8pp | 172.34%-146.1pp |
| Employer contribution / active EE | $2,036 | $4,340-53.1% | $3,918-48.0% | $4,379-53.5% |
| Participant deferral / active EE | $4,008 | $7,078-43.4% | $6,513-38.5% | $6,730-40.5% |
| Admin fee / account holder | $328 | $11,698-97.2% | $11,058-97.0% | $14,365-97.7% |