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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 | $74,069 | $176,105-57.9% | $159,474-53.6% | $167,536-55.8% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 14.25% | 331.91%-317.7pp | 263.68%-249.4pp | 478.82%-464.6pp |
| Employer contribution / active EE | $2,017 | $5,299-61.9% | $4,831-58.2% | $4,839-58.3% |
| Participant deferral / active EE | $5,311 | $7,751-31.5% | $7,353-27.8% | $6,342-16.3% |
| Admin fee / account holder | $6,487 | $12,559-48.3% | $10,802-39.9% | $12,315-47.3% |