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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 | $69,399 | $134,817-48.5% | $123,973-44.0% | $155,188-55.3% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.7%-22.1pp | 80.8%-26.3pp |
| Annual return | 14.12% | 515.49%-501.4pp | 388.13%-374.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,369 | $4,425-69.1% | $4,126-66.8% | $4,248-67.8% |
| Participant deferral / active EE | $5,573 | $5,706-2.3% | $5,247+6.2% | $6,531-14.7% |
| Admin fee / account holder | $1,358 | $13,245-89.7% | $11,799-88.5% | $14,480-90.6% |