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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 | $61,291 | $181,062-66.1% | $158,223-61.3% | $155,188-60.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 11.37% | 57.39%-46.0pp | 52.09%-40.7pp | 148.84%-137.5pp |
| Employer contribution / active EE | $1,103 | $4,565-75.8% | $4,109-73.2% | $4,248-74.0% |
| Participant deferral / active EE | $2,799 | $6,134-54.4% | $5,467-48.8% | $6,531-57.1% |
| Admin fee / account holder | $6,561 | $18,825-65.1% | $16,047-59.1% | $14,480-54.7% |