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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 | $56,695 | $165,399-65.7% | $149,745-62.1% | $158,982-64.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 11.26% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.7pp |
| Employer contribution / active EE | $2,624 | $5,105-48.6% | $4,646-43.5% | $4,763-44.9% |
| Participant deferral / active EE | $2,624 | $7,183-63.5% | $6,843-61.7% | $5,983-56.1% |
| Admin fee / account holder | $789 | $10,811-92.7% | $9,312-91.5% | $11,252-93.0% |