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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 | $53,205 | $159,934-66.7% | $147,005-63.8% | $145,959-63.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.38% | 98.24%-85.9pp | 418.76%-406.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,099 | $5,287-60.3% | $4,934-57.5% | $4,661-55.0% |
| Participant deferral / active EE | $6,297 | $8,427-25.3% | $8,070-22.0% | $6,689-5.9% |
| Admin fee / account holder | $664 | $15,053-95.6% | $13,006-94.9% | $13,398-95.0% |