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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 | $148,558-59.8% | $135,925-56.1% | $139,427-57.2% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.8pp |
| Annual return | 25.78% | 79.22%-53.4pp | 68.25%-42.5pp | 373.27%-347.5pp |
| Employer contribution / active EE | $1,344 | $5,244-74.4% | $4,857-72.3% | $4,752-71.7% |
| Participant deferral / active EE | $5,791 | $8,101-28.5% | $7,759-25.4% | $6,711-13.7% |
| Admin fee / account holder | $899 | $12,401-92.8% | $10,764-91.6% | $11,404-92.1% |