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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 | $32,571 | $157,304-79.3% | $141,197-76.9% | $152,909-78.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 25.68% | 64.34%-38.7pp | 71.41%-45.7pp | 345.46%-319.8pp |
| Employer contribution / active EE | $2,668 | $5,263-49.3% | $4,736-43.7% | $4,764-44.0% |
| Participant deferral / active EE | $3,716 | $7,111-47.7% | $6,710-44.6% | $5,851-36.5% |
| Admin fee / account holder | $477 | $12,126-96.1% | $10,265-95.4% | $11,601-95.9% |