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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 | $45,900 | $181,062-74.6% | $158,223-71.0% | $155,188-70.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 108.15% | 57.39%+50.8pp | 52.09%+56.1pp | 148.84%-40.7pp |
| Employer contribution / active EE | $1,864 | $4,565-59.2% | $4,109-54.6% | $4,248-56.1% |
| Participant deferral / active EE | $9,660 | $6,134+57.5% | $5,467+76.7% | $6,531+47.9% |
| Admin fee / account holder | $320 | $18,825-98.3% | $16,047-98.0% | $14,480-97.8% |