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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 | $64,935 | $198,457-67.3% | $170,435-61.9% | $147,586-56.0% |
| Participation rate | 35.0% | 88.0%-53.0pp | 83.6%-48.6pp | 82.8%-47.8pp |
| Annual return | 15.95% | 257.30%-241.4pp | 205.94%-190.0pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,484 | $6,183-76.0% | $5,432-72.7% | $4,876-69.6% |
| Participant deferral / active EE | $2,383 | $5,629-57.7% | $4,939-51.8% | $5,439-56.2% |
| Admin fee / account holder | $810 | $16,852-95.2% | $13,881-94.2% | $10,886-92.6% |