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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 | $49,052 | $58,275-15.8% | $81,844-40.1% | $80,935-39.4% |
| Participation rate | 63.5% | 63.5%0pp | 72.4%-8.9pp | 67.7%-4.2pp |
| Annual return | 16.89% | 41.82%-24.9pp | 778.87%-762.0pp | 35.66%-18.8pp |
| Employer contribution / active EE | $2,291 | $2,346-2.3% | $2,916-21.4% | $2,757-16.9% |
| Participant deferral / active EE | $6,230 | $3,285+89.6% | $4,323+44.1% | $4,299+44.9% |
| Admin fee / account holder | $9,109 | $4,749+91.8% | $7,355+23.8% | $6,924+31.6% |