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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 | $59,973 | $112,933-46.9% | $90,970-34.1% | $158,982-62.3% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 8.03% | 215.82%-207.8pp | 134.60%-126.6pp | 302.99%-295.0pp |
| Employer contribution / active EE | $1,245 | $2,893-57.0% | $2,122-41.3% | $4,763-73.9% |
| Participant deferral / active EE | $1,897 | $4,128-54.0% | $3,373-43.8% | $5,983-68.3% |
| Admin fee / account holder | $634 | $8,047-92.1% | $5,961-89.4% | $11,252-94.4% |