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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 | $50,177 | $165,381-69.7% | $149,730-66.5% | $158,966-68.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.65% | 348.29%-328.6pp | 276.70%-257.0pp | 302.95%-283.3pp |
| Employer contribution / active EE | $4,810 | $5,104-5.8% | $4,645+3.5% | $4,762+1.0% |
| Participant deferral / active EE | $8,495 | $7,182+18.3% | $6,843+24.1% | $5,983+42.0% |
| Admin fee / account holder | $6,657 | $10,809-38.4% | $9,310-28.5% | $11,250-40.8% |