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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 | $40,184 | $129,737-69.0% | $119,126-66.3% | $154,746-74.0% |
| Participation rate | 61.1% | 78.9%-17.7pp | 75.8%-14.6pp | 80.7%-19.6pp |
| Annual return | 14.73% | 379.08%-364.4pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,357 | $4,375-69.0% | $4,034-66.4% | $4,379-69.0% |
| Participant deferral / active EE | $2,715 | $5,842-53.5% | $5,318-49.0% | $6,730-59.7% |
| Admin fee / account holder | $14,806 | $11,961+23.8% | $10,693+38.5% | $14,365+3.1% |