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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 | $65,096 | $175,212-62.8% | $149,682-56.5% | $139,427-53.3% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 19.47% | 166.63%-147.2pp | 134.35%-114.9pp | 373.27%-353.8pp |
| Employer contribution / active EE | $1,259 | $5,475-77.0% | $4,818-73.9% | $4,752-73.5% |
| Participant deferral / active EE | $6,406 | $6,520-1.7% | $5,681+12.8% | $6,711-4.5% |
| Admin fee / account holder | $477 | $16,150-97.0% | $13,210-96.4% | $11,404-95.8% |