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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 | $47,596 | $289,211-83.5% | $260,467-81.7% | $198,609-76.0% |
| Participation rate | 58.3% | 83.1%-24.8pp | 80.5%-22.1pp | 82.4%-24.0pp |
| Annual return | 14.02% | 112.90%-98.9pp | 100.60%-86.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $1,513 | $4,663-67.6% | $4,239-64.3% | $5,055-70.1% |
| Participant deferral / active EE | $3,068 | $6,812-55.0% | $6,319-51.5% | $6,977-56.0% |
| Admin fee / account holder | $397 | $16,236-97.6% | $15,461-97.4% | $19,030-97.9% |