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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 | $46,790 | $183,627-74.5% | $155,602-69.9% | $145,978-67.9% |
| Participation rate | 61.9% | 82.7%-20.8pp | 78.2%-16.3pp | 80.3%-18.4pp |
| Annual return | 11.75% | 61.32%-49.6pp | 64.81%-53.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $2,605 | $5,316-51.0% | $4,675-44.3% | $4,662-44.1% |
| Participant deferral / active EE | $5,723 | $6,466-11.5% | $5,629+1.7% | $6,690-14.4% |
| Admin fee / account holder | $1,652 | $19,327-91.5% | $15,923-89.6% | $13,400-87.7% |