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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 | $25,672 | $178,174-85.6% | $156,181-83.6% | $137,256-81.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 32.40% | 84.19%-51.8pp | 64.87%-32.5pp | 220.34%-187.9pp |
| Employer contribution / active EE | $2,428 | $4,972-51.2% | $4,294-43.5% | $4,156-41.6% |
| Participant deferral / active EE | $5,696 | $6,888-17.3% | $6,132-7.1% | $6,407-11.1% |
| Admin fee / account holder | $3,156 | $17,404-81.9% | $14,586-78.4% | $12,270-74.3% |