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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 | $225,673-77.6% | $203,872-75.2% | $155,188-67.5% |
| Participation rate | 69.2% | 80.3%-11.1pp | 77.8%-8.6pp | 80.8%-11.6pp |
| Annual return | 26.27% | 95.91%-69.6pp | 85.11%-58.8pp | 148.84%-122.6pp |
| Employer contribution / active EE | $2,036 | $4,099-50.3% | $3,757-45.8% | $4,248-52.1% |
| Participant deferral / active EE | $4,008 | $6,893-41.9% | $6,388-37.3% | $6,531-38.6% |
| Admin fee / account holder | $328 | $12,327-97.3% | $11,730-97.2% | $14,480-97.7% |