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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 | $50,713 | $166,268-69.5% | $165,100-69.3% | $145,897-65.2% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | 14.51% | 100.52%-86.0pp | 70.21%-55.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,378 | $5,284-73.9% | $4,348-68.3% | $4,663-70.4% |
| Participant deferral / active EE | $2,865 | $6,964-58.9% | $6,035-52.5% | $6,689-57.2% |
| Admin fee / account holder | $1,889 | $16,659-88.7% | $12,696-85.1% | $13,390-85.9% |