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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 | $46,241 | $183,539-74.8% | $155,556-70.3% | $145,897-68.3% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 22.15% | 61.31%-39.2pp | 64.84%-42.7pp | 552.29%-530.1pp |
| Employer contribution / active EE | $13,394 | $5,315+152.0% | $4,675+186.5% | $4,663+187.3% |
| Participant deferral / active EE | $13,749 | $6,467+112.6% | $5,631+144.2% | $6,689+105.5% |
| Admin fee / account holder | $13,324 | $19,275-30.9% | $15,885-16.1% | $13,390-0.5% |