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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 | $50,666 | $225,673-77.5% | $203,872-75.1% | $155,188-67.4% |
| Participation rate | 57.1% | 80.3%-23.2pp | 77.8%-20.7pp | 80.8%-23.7pp |
| Annual return | 10.52% | 95.91%-85.4pp | 85.11%-74.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $2,172 | $4,099-47.0% | $3,757-42.2% | $4,248-48.9% |
| Participant deferral / active EE | $3,489 | $6,893-49.4% | $6,388-45.4% | $6,531-46.6% |
| Admin fee / account holder | $8,405 | $12,327-31.8% | $11,730-28.3% | $14,480-42.0% |