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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 | $73,987 | $183,539-59.7% | $155,556-52.4% | $145,897-49.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 9.06% | 61.31%-52.2pp | 64.84%-55.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,612 | $5,315-69.7% | $4,675-65.5% | $4,663-65.4% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $336 | $19,275-98.3% | $15,885-97.9% | $13,390-97.5% |