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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 | $43,978 | $183,516-76.0% | $155,534-71.7% | $145,884-69.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.62% | 61.43%-45.8pp | 64.92%-49.3pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,153 | $5,315-78.3% | $4,675-75.3% | $4,662-75.3% |
| Participant deferral / active EE | $3,124 | $6,467-51.7% | $5,630-44.5% | $6,690-53.3% |
| Admin fee / account holder | $549 | $19,293-97.2% | $15,900-96.6% | $13,392-95.9% |