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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 | $67,281 | $160,070-58.0% | $147,117-54.3% | $145,897-53.9% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.2pp |
| Annual return | 11.27% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,355 | $5,285-74.4% | $4,932-72.5% | $4,663-70.9% |
| Participant deferral / active EE | $6,482 | $8,419-23.0% | $8,065-19.6% | $6,689-3.1% |
| Admin fee / account holder | $685 | $15,035-95.4% | $12,993-94.7% | $13,390-94.9% |