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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 | $64,193 | $175,231-63.4% | $149,696-57.1% | $139,466-54.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 14.54% | 166.77%-152.2pp | 134.46%-119.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,468 | $5,478-73.2% | $4,821-69.6% | $4,754-69.1% |
| Participant deferral / active EE | $5,509 | $6,521-15.5% | $5,682-3.1% | $6,712-17.9% |
| Admin fee / account holder | $591 | $16,155-96.3% | $13,212-95.5% | $11,409-94.8% |