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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 | $57,752 | $183,516-68.5% | $155,534-62.9% | $145,884-60.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 18.21% | 61.43%-43.2pp | 64.92%-46.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $1,622 | $5,315-69.5% | $4,675-65.3% | $4,662-65.2% |
| Participant deferral / active EE | $2,240 | $6,467-65.4% | $5,630-60.2% | $6,690-66.5% |
| Admin fee / account holder | $6,334 | $19,293-67.2% | $15,900-60.2% | $13,392-52.7% |