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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 | $57,335 | $160,070-64.2% | $147,117-61.0% | $145,897-60.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.01% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,779 | $5,285-66.3% | $4,932-63.9% | $4,663-61.8% |
| Participant deferral / active EE | $3,463 | $8,419-58.9% | $8,065-57.1% | $6,689-48.2% |
| Admin fee / account holder | $759 | $15,035-95.0% | $12,993-94.2% | $13,390-94.3% |