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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 | $66,494 | $175,257-62.1% | $149,717-55.6% | $139,456-52.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 11.97% | 166.70%-154.7pp | 134.41%-122.4pp | 373.45%-361.5pp |
| Employer contribution / active EE | $1,912 | $5,477-65.1% | $4,820-60.3% | $4,753-59.8% |
| Participant deferral / active EE | $7,530 | $6,521+15.5% | $5,682+32.5% | $6,711+12.2% |
| Admin fee / account holder | $3,556 | $16,156-78.0% | $13,213-73.1% | $11,407-68.8% |