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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 | $183,516-66.6% | $155,534-60.5% | $145,884-57.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 10.62% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,939 | $5,315-63.5% | $4,675-58.5% | $4,662-58.4% |
| Participant deferral / active EE | $4,573 | $6,467-29.3% | $5,630-18.8% | $6,690-31.6% |
| Admin fee / account holder | $561 | $19,293-97.1% | $15,900-96.5% | $13,392-95.8% |