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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 | $45,702 | $183,516-75.1% | $155,534-70.6% | $145,884-68.7% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 14.42% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,182 | $5,315-77.8% | $4,675-74.7% | $4,662-74.7% |
| Participant deferral / active EE | $1,936 | $6,467-70.1% | $5,630-65.6% | $6,690-71.1% |
| Admin fee / account holder | $693 | $19,293-96.4% | $15,900-95.6% | $13,392-94.8% |