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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 | $71,190 | $102,595-30.6% | $94,057-24.3% | $154,746-54.0% |
| Participation rate | 58.8% | 76.0%-17.2pp | 73.3%-14.5pp | 80.7%-21.9pp |
| Annual return | 17.00% | 583.42%-566.4pp | 480.62%-463.6pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,263 | $3,147+3.7% | $2,933+11.3% | $4,379-25.5% |
| Participant deferral / active EE | $4,048 | $5,118-20.9% | $4,709-14.0% | $6,730-39.9% |
| Admin fee / account holder | $4,305 | $7,736-44.3% | $7,244-40.6% | $14,365-70.0% |