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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 | $43,784 | $198,457-77.9% | $170,435-74.3% | $147,586-70.3% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 12.88% | 257.30%-244.4pp | 205.94%-193.1pp | 578.59%-565.7pp |
| Employer contribution / active EE | $3,305 | $6,183-46.6% | $5,432-39.2% | $4,876-32.2% |
| Participant deferral / active EE | $4,706 | $5,629-16.4% | $4,939-4.7% | $5,439-13.5% |
| Admin fee / account holder | $36,217 | $16,852+114.9% | $13,881+160.9% | $10,886+232.7% |