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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 | $51,484 | $183,516-71.9% | $155,534-66.9% | $145,884-64.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 17.54% | 61.43%-43.9pp | 64.92%-47.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $1,278 | $5,315-76.0% | $4,675-72.7% | $4,662-72.6% |
| Participant deferral / active EE | $5,389 | $6,467-16.7% | $5,630-4.3% | $6,690-19.4% |
| Admin fee / account holder | $477 | $19,293-97.5% | $15,900-97.0% | $13,392-96.4% |