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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 | $49,571 | $115,814-57.2% | $101,275-51.1% | $158,982-68.8% |
| Participation rate | 18.8% | 79.4%-60.6pp | 75.8%-57.1pp | 82.0%-63.2pp |
| Annual return | 25.68% | 56.16%-30.5pp | 46.48%-20.8pp | 302.99%-277.3pp |
| Employer contribution / active EE | $2,252 | $4,176-46.1% | $3,660-38.5% | $4,763-52.7% |
| Participant deferral / active EE | $2,145 | $4,958-56.7% | $4,371-50.9% | $5,983-64.2% |
| Admin fee / account holder | $876 | $7,249-87.9% | $5,948-85.3% | $11,252-92.2% |