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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 | $75,412 | $198,457-62.0% | $170,435-55.8% | $147,586-48.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 17.76% | 257.30%-239.5pp | 205.94%-188.2pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,766 | $6,183-71.4% | $5,432-67.5% | $4,876-63.8% |
| Participant deferral / active EE | $4,242 | $5,629-24.6% | $4,939-14.1% | $5,439-22.0% |
| Admin fee / account holder | $2,861 | $16,852-83.0% | $13,881-79.4% | $10,886-73.7% |