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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 | $47,589 | $217,432-78.1% | $185,849-74.4% | $167,536-71.6% |
| Participation rate | 58.3% | 86.1%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 9.48% | 148.42%-138.9pp | 122.10%-112.6pp | 478.82%-469.3pp |
| Employer contribution / active EE | $1,935 | $5,875-67.1% | $5,169-62.6% | $4,839-60.0% |
| Participant deferral / active EE | $3,667 | $6,357-42.3% | $5,569-34.2% | $6,342-42.2% |
| Admin fee / account holder | $393 | $19,818-98.0% | $16,244-97.6% | $12,315-96.8% |