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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 | $61,360 | $183,592-66.6% | $155,574-60.6% | $145,877-57.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 10.62% | 61.37%-50.8pp | 64.87%-54.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,939 | $5,317-63.5% | $4,676-58.5% | $4,663-58.4% |
| Participant deferral / active EE | $4,573 | $6,466-29.3% | $5,629-18.8% | $6,691-31.6% |
| Admin fee / account holder | $561 | $19,316-97.1% | $15,914-96.5% | $13,402-95.8% |