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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 | $53,370 | $171,492-68.9% | $150,734-64.6% | $198,609-73.1% |
| Participation rate | 69.6% | 81.4%-11.8pp | 78.4%-8.9pp | 82.4%-12.8pp |
| Annual return | 13.21% | 804.70%-791.5pp | 600.81%-587.6pp | 202.70%-189.5pp |
| Employer contribution / active EE | $2,137 | $5,470-60.9% | $4,918-56.6% | $5,055-57.7% |
| Participant deferral / active EE | $6,993 | $6,259+11.7% | $5,610+24.7% | $6,977+0.2% |
| Admin fee / account holder | $7,103 | $17,628-59.7% | $14,905-52.3% | $19,030-62.7% |