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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 | $48,301 | $159,978-69.8% | $147,041-67.2% | $145,978-66.9% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 15.13% | 98.36%-83.2pp | 419.21%-404.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,603 | $5,288-50.8% | $4,935-47.2% | $4,662-44.2% |
| Participant deferral / active EE | $7,795 | $8,429-7.5% | $8,071-3.4% | $6,690+16.5% |
| Admin fee / account holder | $1,244 | $15,053-91.7% | $13,006-90.4% | $13,400-90.7% |