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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 | $52,298 | $129,737-59.7% | $119,126-56.1% | $154,746-66.2% |
| Participation rate | 45.0% | 78.9%-33.9pp | 75.8%-30.8pp | 80.7%-35.7pp |
| Annual return | 15.82% | 379.08%-363.3pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,983 | $4,375-54.7% | $4,034-50.8% | $4,379-54.7% |
| Participant deferral / active EE | $3,371 | $5,842-42.3% | $5,318-36.6% | $6,730-49.9% |
| Admin fee / account holder | $497 | $11,961-95.8% | $10,693-95.3% | $14,365-96.5% |