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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 | $87,968 | $148,629-40.8% | $135,982-35.3% | $139,487-36.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.60% | 79.33%-63.7pp | 68.32%-52.7pp | 373.84%-358.2pp |
| Employer contribution / active EE | $1,596 | $5,247-69.6% | $4,859-67.1% | $4,755-66.4% |
| Participant deferral / active EE | $11,250 | $8,102+38.8% | $7,760+45.0% | $6,713+67.6% |
| Admin fee / account holder | $315 | $12,406-97.5% | $10,767-97.1% | $11,407-97.2% |