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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 | $54,854 | $227,597-75.9% | $189,575-71.1% | $167,536-67.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 16.43% | 78.44%-62.0pp | 64.19%-47.8pp | 478.82%-462.4pp |
| Employer contribution / active EE | $3,278 | $5,316-38.3% | $4,412-25.7% | $4,839-32.3% |
| Participant deferral / active EE | $7,578 | $7,002+8.2% | $6,174+22.8% | $6,342+19.5% |
| Admin fee / account holder | $416 | $11,877-96.5% | $9,806-95.8% | $12,315-96.6% |