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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 | $49,872 | $183,516-72.8% | $155,534-67.9% | $145,884-65.8% |
| Participation rate | 55.0% | 82.7%-27.7pp | 78.2%-23.2pp | 80.3%-25.3pp |
| Annual return | 13.40% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,037 | $5,315-80.5% | $4,675-77.8% | $4,662-77.8% |
| Participant deferral / active EE | $5,228 | $6,467-19.2% | $5,630-7.2% | $6,690-21.9% |
| Admin fee / account holder | $1,299 | $19,293-93.3% | $15,900-91.8% | $13,392-90.3% |