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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 | $37,051 | $99,652-62.8% | $78,778-53.0% | $147,586-74.9% |
| Participation rate | 53.8% | 76.2%-22.4pp | 69.2%-15.3pp | 82.8%-29.0pp |
| Annual return | 23.17% | 47.28%-24.1pp | 35.62%-12.5pp | 578.59%-555.4pp |
| Employer contribution / active EE | $2,158 | $2,796-22.8% | $1,986+8.7% | $4,876-55.7% |
| Participant deferral / active EE | $5,923 | $3,664+61.7% | $2,958+100.2% | $5,439+8.9% |
| Admin fee / account holder | $782 | $7,155-89.1% | $5,134-84.8% | $10,886-92.8% |