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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 | $59,579 | $183,539-67.5% | $155,556-61.7% | $145,897-59.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.78% | 61.31%-45.5pp | 64.84%-49.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $5,600 | $5,315+5.4% | $4,675+19.8% | $4,663+20.1% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,631+104.2% | $6,689+71.9% |
| Admin fee / account holder | $410 | $19,275-97.9% | $15,885-97.4% | $13,390-96.9% |