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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 | $62,076 | $183,592-66.2% | $155,574-60.1% | $145,877-57.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 14.72% | 61.37%-46.7pp | 64.87%-50.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,199 | $5,317-77.5% | $4,676-74.4% | $4,663-74.3% |
| Participant deferral / active EE | $6,927 | $6,466+7.1% | $5,629+23.1% | $6,691+3.5% |
| Admin fee / account holder | $513 | $19,316-97.3% | $15,914-96.8% | $13,402-96.2% |