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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 | $50,309 | $183,516-72.6% | $155,534-67.7% | $145,884-65.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 26.37% | 61.43%-35.1pp | 64.92%-38.5pp | 551.85%-525.5pp |
| Employer contribution / active EE | $5,187 | $5,315-2.4% | $4,675+11.0% | $4,662+11.3% |
| Participant deferral / active EE | $5,111 | $6,467-21.0% | $5,630-9.2% | $6,690-23.6% |
| Admin fee / account holder | $359 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |