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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 | $52,687 | $148,623-64.6% | $135,974-61.3% | $139,466-62.2% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 17.20% | 79.30%-62.1pp | 68.30%-51.1pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,374 | $5,246-54.7% | $4,859-51.1% | $4,754-50.1% |
| Participant deferral / active EE | $4,878 | $8,103-39.8% | $7,760-37.1% | $6,712-27.3% |
| Admin fee / account holder | $363 | $12,406-97.1% | $10,767-96.6% | $11,409-96.8% |