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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 | $52,068 | $176,105-70.4% | $159,474-67.4% | $167,536-68.9% |
| Participation rate | 42.9% | 85.0%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 15.33% | 331.91%-316.6pp | 263.68%-248.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $2,521 | $5,299-52.4% | $4,831-47.8% | $4,839-47.9% |
| Participant deferral / active EE | $2,823 | $7,751-63.6% | $7,353-61.6% | $6,342-55.5% |
| Admin fee / account holder | $390 | $12,559-96.9% | $10,802-96.4% | $12,315-96.8% |