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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 | $66,684 | $183,627-63.7% | $155,602-57.1% | $145,978-54.3% |
| Participation rate | 45.8% | 82.7%-36.9pp | 78.2%-32.4pp | 80.3%-34.5pp |
| Annual return | 15.68% | 61.32%-45.6pp | 64.81%-49.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $1,119 | $5,316-78.9% | $4,675-76.1% | $4,662-76.0% |
| Participant deferral / active EE | $1,854 | $6,466-71.3% | $5,629-67.1% | $6,690-72.3% |
| Admin fee / account holder | $10,356 | $19,327-46.4% | $15,923-35.0% | $13,400-22.7% |