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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 | $61,506 | $183,539-66.5% | $155,556-60.5% | $145,897-57.8% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 14.38% | 61.31%-46.9pp | 64.84%-50.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,943 | $5,315-44.6% | $4,675-37.1% | $4,663-36.9% |
| Participant deferral / active EE | $8,817 | $6,467+36.3% | $5,631+56.6% | $6,689+31.8% |
| Admin fee / account holder | $396 | $19,275-97.9% | $15,885-97.5% | $13,390-97.0% |