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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 | $44,028 | $183,539-76.0% | $155,556-71.7% | $145,897-69.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.41% | 61.31%-40.9pp | 64.84%-44.4pp | 552.29%-531.9pp |
| Employer contribution / active EE | $1,389 | $5,315-73.9% | $4,675-70.3% | $4,663-70.2% |
| Participant deferral / active EE | $6,061 | $6,467-6.3% | $5,631+7.6% | $6,689-9.4% |
| Admin fee / account holder | $472 | $19,275-97.5% | $15,885-97.0% | $13,390-96.5% |