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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 | $67,654 | $165,381-59.1% | $149,730-54.8% | $158,966-57.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 33.27% | 348.29%-315.0pp | 276.70%-243.4pp | 302.95%-269.7pp |
| Employer contribution / active EE | $1,313 | $5,104-74.3% | $4,645-71.7% | $4,762-72.4% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $519 | $10,809-95.2% | $9,310-94.4% | $11,250-95.4% |