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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 | $59,218 | $183,539-67.7% | $155,556-61.9% | $145,897-59.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.79% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,594 | $5,315-70.0% | $4,675-65.9% | $4,663-65.8% |
| Participant deferral / active EE | $4,635 | $6,467-28.3% | $5,631-17.7% | $6,689-30.7% |
| Admin fee / account holder | $836 | $19,275-95.7% | $15,885-94.7% | $13,390-93.8% |