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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 | $57,352 | $157,296-63.5% | $141,191-59.4% | $152,897-62.5% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 18.44% | 64.34%-45.9pp | 71.41%-53.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $11,383 | $5,262+116.3% | $4,736+140.4% | $4,764+139.0% |
| Participant deferral / active EE | $6,345 | $7,111-10.8% | $6,710-5.4% | $5,851+8.4% |
| Admin fee / account holder | $323 | $12,125-97.3% | $10,264-96.9% | $11,599-97.2% |