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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 | $19,843 | $159,978-87.6% | $147,041-86.5% | $145,978-86.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.87% | 98.36%-83.5pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,542 | $5,288-70.8% | $4,935-68.7% | $4,662-66.9% |
| Participant deferral / active EE | $4,184 | $8,429-50.4% | $8,071-48.2% | $6,690-37.5% |
| Admin fee / account holder | $606 | $15,053-96.0% | $13,006-95.3% | $13,400-95.5% |