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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 | $55,813 | $165,351-66.2% | $149,710-62.7% | $158,931-64.9% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 16.62% | 348.19%-331.6pp | 276.63%-260.0pp | 302.86%-286.2pp |
| Employer contribution / active EE | $4,302 | $5,103-15.7% | $4,645-7.4% | $4,761-9.7% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $666 | $10,807-93.8% | $9,309-92.8% | $11,247-94.1% |