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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 | $289,211-82.5% | $260,467-80.6% | $198,609-74.6% |
| Participation rate | 69.2% | 83.1%-13.9pp | 80.5%-11.2pp | 82.4%-13.1pp |
| Annual return | 26.27% | 112.90%-86.6pp | 100.60%-74.3pp | 202.70%-176.4pp |
| Employer contribution / active EE | $2,036 | $4,663-56.3% | $4,239-52.0% | $5,055-59.7% |
| Participant deferral / active EE | $4,008 | $6,812-41.2% | $6,319-36.6% | $6,977-42.6% |
| Admin fee / account holder | $328 | $16,236-98.0% | $15,461-97.9% | $19,030-98.3% |