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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 | $45,900 | $174,379-73.7% | $152,093-69.8% | $138,895-67.0% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 108.15% | 74.86%+33.3pp | 66.36%+41.8pp | 145.39%-37.2pp |
| Employer contribution / active EE | $1,864 | $4,652-59.9% | $4,175-55.4% | $4,194-55.6% |
| Participant deferral / active EE | $9,660 | $6,159+56.8% | $5,451+77.2% | $6,396+51.0% |
| Admin fee / account holder | $320 | $16,880-98.1% | $14,497-97.8% | $12,562-97.5% |