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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 | $166,089-69.5% | $164,928-69.3% | $145,978-65.3% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | 14.51% | 100.26%-85.7pp | 70.08%-55.6pp | 550.52%-536.0pp |
| Employer contribution / active EE | $1,378 | $5,276-73.9% | $4,343-68.3% | $4,662-70.4% |
| Participant deferral / active EE | $2,865 | $6,961-58.8% | $6,034-52.5% | $6,690-57.2% |
| Admin fee / account holder | $1,889 | $16,641-88.6% | $12,684-85.1% | $13,400-85.9% |