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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 | $59,804 | $183,592-67.4% | $155,574-61.6% | $145,877-59.0% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 21.77% | 61.37%-39.6pp | 64.87%-43.1pp | 551.28%-529.5pp |
| Employer contribution / active EE | $1,049 | $5,317-80.3% | $4,676-77.6% | $4,663-77.5% |
| Participant deferral / active EE | $4,548 | $6,466-29.7% | $5,629-19.2% | $6,691-32.0% |
| Admin fee / account holder | $390 | $19,316-98.0% | $15,914-97.6% | $13,402-97.1% |