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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 | $75,126 | $166,242-54.8% | $165,071-54.5% | $145,884-48.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 16.59% | 100.44%-83.9pp | 70.17%-53.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,633 | $5,283-69.1% | $4,347-62.4% | $4,662-65.0% |
| Participant deferral / active EE | $2,041 | $6,964-70.7% | $6,035-66.2% | $6,690-69.5% |
| Admin fee / account holder | $495 | $16,658-97.0% | $12,695-96.1% | $13,392-96.3% |