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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 | $67,764 | $160,040-57.7% | $147,096-53.9% | $145,877-53.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.99% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,176 | $5,289-77.8% | $4,936-76.2% | $4,663-74.8% |
| Participant deferral / active EE | $4,444 | $8,429-47.3% | $8,071-44.9% | $6,691-33.6% |
| Admin fee / account holder | $882 | $15,050-94.1% | $13,005-93.2% | $13,402-93.4% |