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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 | $56,914 | $165,399-65.6% | $149,745-62.0% | $158,982-64.2% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 24.82% | 348.34%-323.5pp | 276.72%-251.9pp | 302.99%-278.2pp |
| Employer contribution / active EE | $1,141 | $5,105-77.6% | $4,646-75.4% | $4,763-76.0% |
| Participant deferral / active EE | $8,075 | $7,183+12.4% | $6,843+18.0% | $5,983+35.0% |
| Admin fee / account holder | $679 | $10,811-93.7% | $9,312-92.7% | $11,252-94.0% |