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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 | $67,466 | $196,972-65.7% | $182,262-63.0% | $198,609-66.0% |
| Participation rate | 40.0% | 85.7%-45.7pp | 84.2%-44.2pp | 82.4%-42.4pp |
| Annual return | 12.63% | 158.27%-145.6pp | 140.60%-128.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,421 | $5,364-73.5% | $5,046-71.8% | $5,055-71.9% |
| Participant deferral / active EE | $3,807 | $8,643-55.9% | $8,276-54.0% | $6,977-45.4% |
| Admin fee / account holder | $14,045 | $18,429-23.8% | $16,712-16.0% | $19,030-26.2% |