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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 | $51,894 | $148,623-65.1% | $135,974-61.8% | $139,466-62.8% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 20.21% | 79.30%-59.1pp | 68.30%-48.1pp | 373.66%-353.5pp |
| Employer contribution / active EE | $3,444 | $5,246-34.4% | $4,859-29.1% | $4,754-27.5% |
| Participant deferral / active EE | $9,549 | $8,103+17.9% | $7,760+23.1% | $6,712+42.3% |
| Admin fee / account holder | $2,834 | $12,406-77.2% | $10,767-73.7% | $11,409-75.2% |