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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 | $183,592-56.9% | $155,574-49.1% | $145,877-45.7% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 13.57% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,277 | $5,317-76.0% | $4,676-72.7% | $4,663-72.6% |
| Participant deferral / active EE | $3,538 | $6,466-45.3% | $5,629-37.1% | $6,691-47.1% |
| Admin fee / account holder | $801 | $19,316-95.9% | $15,914-95.0% | $13,402-94.0% |