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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 | $75,520 | $183,592-58.9% | $155,574-51.5% | $145,877-48.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.52% | 61.37%-40.9pp | 64.87%-44.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $1,272 | $5,317-76.1% | $4,676-72.8% | $4,663-72.7% |
| Participant deferral / active EE | $2,354 | $6,466-63.6% | $5,629-58.2% | $6,691-64.8% |
| Admin fee / account holder | $640 | $19,316-96.7% | $15,914-96.0% | $13,402-95.2% |