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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 | $50,242 | $157,276-68.1% | $141,177-64.4% | $152,885-67.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 21.71% | 64.33%-42.6pp | 71.40%-49.7pp | 345.39%-323.7pp |
| Employer contribution / active EE | $1,176 | $5,262-77.7% | $4,736-75.2% | $4,763-75.3% |
| Participant deferral / active EE | $2,501 | $7,110-64.8% | $6,710-62.7% | $5,851-57.3% |
| Admin fee / account holder | $1,133 | $12,123-90.7% | $10,263-89.0% | $11,598-90.2% |