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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 | $48,227 | $183,592-73.7% | $155,567-69.0% | $145,959-67.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 20.64% | 61.24%-40.6pp | 64.74%-44.1pp | 561.95%-541.3pp |
| Employer contribution / active EE | $1,901 | $5,315-64.2% | $4,674-59.3% | $4,661-59.2% |
| Participant deferral / active EE | $3,254 | $6,464-49.7% | $5,628-42.2% | $6,689-51.4% |
| Admin fee / account holder | $2,103 | $19,318-89.1% | $15,916-86.8% | $13,398-84.3% |