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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 | $48,671 | $175,231-72.2% | $149,696-67.5% | $139,466-65.1% |
| Participation rate | 43.8% | 83.4%-39.6pp | 78.8%-35.0pp | 80.3%-36.6pp |
| Annual return | 18.31% | 166.77%-148.5pp | 134.46%-116.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $1,163 | $5,478-78.8% | $4,821-75.9% | $4,754-75.5% |
| Participant deferral / active EE | $2,505 | $6,521-61.6% | $5,682-55.9% | $6,712-62.7% |
| Admin fee / account holder | $536 | $16,155-96.7% | $13,212-95.9% | $11,409-95.3% |