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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 | $59,686 | $148,629-59.8% | $135,982-56.1% | $139,487-57.2% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.4pp | 80.3%-51.8pp |
| Annual return | 25.78% | 79.33%-53.5pp | 68.32%-42.5pp | 373.84%-348.1pp |
| Employer contribution / active EE | $1,344 | $5,247-74.4% | $4,859-72.3% | $4,755-71.7% |
| Participant deferral / active EE | $5,791 | $8,102-28.5% | $7,760-25.4% | $6,713-13.7% |
| Admin fee / account holder | $899 | $12,406-92.8% | $10,767-91.7% | $11,407-92.1% |