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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 | $56,375 | $175,257-67.8% | $149,717-62.3% | $139,456-59.6% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 30.35% | 166.70%-136.4pp | 134.41%-104.1pp | 373.45%-343.1pp |
| Employer contribution / active EE | $1,163 | $5,477-78.8% | $4,820-75.9% | $4,753-75.5% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,711+11.8% |
| Admin fee / account holder | $381 | $16,156-97.6% | $13,213-97.1% | $11,407-96.7% |