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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 | $121,523 | $183,592-33.8% | $155,574-21.9% | $145,877-16.7% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 16.52% | 61.37%-44.9pp | 64.87%-48.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $1,795 | $5,317-66.2% | $4,676-61.6% | $4,663-61.5% |
| Participant deferral / active EE | $6,683 | $6,466+3.4% | $5,629+18.7% | $6,691-0.1% |
| Admin fee / account holder | $835 | $19,316-95.7% | $15,914-94.8% | $13,402-93.8% |