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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 | $79,056 | $157,296-49.7% | $141,191-44.0% | $152,897-48.3% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 21.49% | 64.34%-42.9pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,290 | $5,262-75.5% | $4,736-72.8% | $4,764-72.9% |
| Participant deferral / active EE | $2,890 | $7,111-59.4% | $6,710-56.9% | $5,851-50.6% |
| Admin fee / account holder | $509 | $12,125-95.8% | $10,264-95.0% | $11,599-95.6% |