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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 | $51,307 | $160,028-67.9% | $147,080-65.1% | $145,884-64.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.45% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $2,113 | $5,286-60.0% | $4,933-57.2% | $4,662-54.7% |
| Participant deferral / active EE | $4,894 | $8,422-41.9% | $8,066-39.3% | $6,690-26.8% |
| Admin fee / account holder | $384 | $15,030-97.4% | $12,989-97.0% | $13,392-97.1% |