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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 | $79,160 | $183,539-56.9% | $155,556-49.1% | $145,897-45.7% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 13.57% | 61.31%-47.7pp | 64.84%-51.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,277 | $5,315-76.0% | $4,675-72.7% | $4,663-72.6% |
| Participant deferral / active EE | $3,538 | $6,467-45.3% | $5,631-37.2% | $6,689-47.1% |
| Admin fee / account holder | $801 | $19,275-95.8% | $15,885-95.0% | $13,390-94.0% |