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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 | $101,994 | $157,304-35.2% | $141,197-27.8% | $152,909-33.3% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 18.83% | 64.34%-45.5pp | 71.41%-52.6pp | 345.46%-326.6pp |
| Employer contribution / active EE | $1,513 | $5,263-71.3% | $4,736-68.1% | $4,764-68.2% |
| Participant deferral / active EE | $5,838 | $7,111-17.9% | $6,710-13.0% | $5,851-0.2% |
| Admin fee / account holder | $412 | $12,126-96.6% | $10,265-96.0% | $11,601-96.5% |