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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 | $46,487 | $160,070-71.0% | $147,117-68.4% | $145,897-68.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.90% | 98.69%-85.8pp | 420.54%-407.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,697 | $5,285-67.9% | $4,932-65.6% | $4,663-63.6% |
| Participant deferral / active EE | $3,680 | $8,419-56.3% | $8,065-54.4% | $6,689-45.0% |
| Admin fee / account holder | $494 | $15,035-96.7% | $12,993-96.2% | $13,390-96.3% |