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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 | $84,579 | $175,259-51.7% | $149,723-43.5% | $139,487-39.4% |
| Participation rate | 26.7% | 83.4%-56.7pp | 78.8%-52.1pp | 80.3%-53.7pp |
| Annual return | 21.68% | 166.82%-145.1pp | 134.50%-112.8pp | 373.84%-352.2pp |
| Employer contribution / active EE | $1,502 | $5,478-72.6% | $4,821-68.8% | $4,755-68.4% |
| Participant deferral / active EE | $4,875 | $6,522-25.2% | $5,682-14.2% | $6,713-27.4% |
| Admin fee / account holder | $538 | $16,158-96.7% | $13,215-95.9% | $11,407-95.3% |