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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 | $44,836 | $157,296-71.5% | $141,191-68.2% | $152,897-70.7% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 21.54% | 64.34%-42.8pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $5,027 | $5,262-4.5% | $4,736+6.1% | $4,764+5.5% |
| Participant deferral / active EE | $8,678 | $7,111+22.0% | $6,710+29.3% | $5,851+48.3% |
| Admin fee / account holder | $1,245 | $12,125-89.7% | $10,264-87.9% | $11,599-89.3% |