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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 | $44,952 | $210,698-78.7% | $178,014-74.7% | $145,959-69.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 8.13% | 386.27%-378.1pp | 294.80%-286.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $2,180 | $4,567-52.3% | $3,950-44.8% | $4,661-53.2% |
| Participant deferral / active EE | $6,418 | $6,958-7.8% | $6,276+2.3% | $6,689-4.0% |
| Admin fee / account holder | $837 | $12,016-93.0% | $10,362-91.9% | $13,398-93.8% |