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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 | $35,621 | $159,978-77.7% | $147,041-75.8% | $145,978-75.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.21% | 98.36%-88.1pp | 419.21%-409.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $1,278 | $5,288-75.8% | $4,935-74.1% | $4,662-72.6% |
| Participant deferral / active EE | $3,161 | $8,429-62.5% | $8,071-60.8% | $6,690-52.7% |
| Admin fee / account holder | $774 | $15,053-94.9% | $13,006-94.1% | $13,400-94.2% |