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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 | $182,442-72.3% | $163,379-69.1% | $138,895-63.6% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.8%-7.6pp | 79.9%-10.7pp |
| Annual return | 26.27% | 72.74%-46.5pp | 63.41%-37.1pp | 145.39%-119.1pp |
| Employer contribution / active EE | $2,036 | $4,159-51.0% | $3,752-45.7% | $4,194-51.4% |
| Participant deferral / active EE | $4,008 | $6,817-41.2% | $6,282-36.2% | $6,396-37.3% |
| Admin fee / account holder | $328 | $10,396-96.8% | $9,818-96.7% | $12,562-97.4% |