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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 | $51,338 | $183,539-72.0% | $155,556-67.0% | $145,897-64.8% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 11.50% | 61.31%-49.8pp | 64.84%-53.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $3,494 | $5,315-34.3% | $4,675-25.3% | $4,663-25.1% |
| Participant deferral / active EE | $8,252 | $6,467+27.6% | $5,631+46.5% | $6,689+23.4% |
| Admin fee / account holder | $392 | $19,275-98.0% | $15,885-97.5% | $13,390-97.1% |