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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 | $55,434 | $166,089-66.6% | $164,928-66.4% | $145,978-62.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 9.29% | 100.26%-91.0pp | 70.08%-60.8pp | 550.52%-541.2pp |
| Employer contribution / active EE | $1,363 | $5,276-74.2% | $4,343-68.6% | $4,662-70.8% |
| Participant deferral / active EE | $4,745 | $6,961-31.8% | $6,034-21.3% | $6,690-29.1% |
| Admin fee / account holder | $1,226 | $16,641-92.6% | $12,684-90.3% | $13,400-90.9% |