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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 | $50,727 | $157,296-67.8% | $141,191-64.1% | $152,897-66.8% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.5%-14.3pp |
| Annual return | 21.71% | 64.34%-42.6pp | 71.41%-49.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $4,403 | $5,262-16.3% | $4,736-7.0% | $4,764-7.6% |
| Participant deferral / active EE | $6,568 | $7,111-7.6% | $6,710-2.1% | $5,851+12.3% |
| Admin fee / account holder | $7,399 | $12,125-39.0% | $10,264-27.9% | $11,599-36.2% |