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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 | $48,768 | $197,819-75.3% | $155,789-68.7% | $125,388-61.1% |
| Participation rate | 65.2% | 82.1%-16.9pp | 76.1%-10.9pp | 83.2%-18.0pp |
| Annual return | 2.29% | 86.73%-84.4pp | 71.54%-69.2pp | 282.24%-279.9pp |
| Employer contribution / active EE | $1,256 | $4,850-74.1% | $3,839-67.3% | $4,866-74.2% |
| Participant deferral / active EE | $2,451 | $5,631-56.5% | $4,798-48.9% | $5,352-54.2% |
| Admin fee / account holder | $30,892 | $9,544+223.7% | $7,477+313.1% | $9,541+223.8% |