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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 | $50,471 | $160,028-68.5% | $147,080-65.7% | $145,884-65.4% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 11.10% | 98.60%-87.5pp | 420.17%-409.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,622 | $5,286-50.4% | $4,933-46.8% | $4,662-43.8% |
| Participant deferral / active EE | $4,340 | $8,422-48.5% | $8,066-46.2% | $6,690-35.1% |
| Admin fee / account holder | $1,897 | $15,030-87.4% | $12,989-85.4% | $13,392-85.8% |