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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 | $53,013 | $129,737-59.1% | $119,126-55.5% | $154,746-65.7% |
| Participation rate | 65.2% | 78.9%-13.6pp | 75.8%-10.5pp | 80.7%-15.5pp |
| Annual return | 16.06% | 379.08%-363.0pp | 282.11%-266.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,018 | $4,375-53.9% | $4,034-50.0% | $4,379-53.9% |
| Participant deferral / active EE | $2,412 | $5,842-58.7% | $5,318-54.7% | $6,730-64.2% |
| Admin fee / account holder | $303 | $11,961-97.5% | $10,693-97.2% | $14,365-97.9% |