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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 | $54,242 | $175,257-69.0% | $149,717-63.8% | $139,456-61.1% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 28.70% | 166.70%-138.0pp | 134.41%-105.7pp | 373.45%-344.7pp |
| Employer contribution / active EE | $1,291 | $5,477-76.4% | $4,820-73.2% | $4,753-72.8% |
| Participant deferral / active EE | $9,000 | $6,521+38.0% | $5,682+58.4% | $6,711+34.1% |
| Admin fee / account holder | $1,509 | $16,156-90.7% | $13,213-88.6% | $11,407-86.8% |