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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 | $50,558 | $29,319+72.4% | $52,425-3.6% | $82,448-38.7% |
| Participation rate | 56.0% | 46.9%+9.1pp | 55.6%+0.4pp | 68.1%-12.1pp |
| Annual return | 22.65% | 535.20%-512.5pp | 302.12%-279.5pp | 41.64%-19.0pp |
| Employer contribution / active EE | $939 | $586+60.1% | $914+2.7% | $2,551-63.2% |
| Participant deferral / active EE | $2,864 | $1,171+144.5% | $1,790+59.9% | $4,139-30.8% |
| Admin fee / account holder | $357 | $1,962-81.8% | $2,495-85.7% | $7,234-95.1% |