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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 | $50,469 | $162,785-69.0% | $133,959-62.3% | $158,950-68.2% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 12.27% | 41.94%-29.7pp | 45.09%-32.8pp | 302.91%-290.6pp |
| Employer contribution / active EE | $1,470 | $4,975-70.4% | $3,919-62.5% | $4,762-69.1% |
| Participant deferral / active EE | $6,697 | $5,910+13.3% | $5,047+32.7% | $5,983+11.9% |
| Admin fee / account holder | $309 | $11,738-97.4% | $8,928-96.5% | $11,248-97.3% |