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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 | $71,162 | $157,296-54.8% | $141,191-49.6% | $152,897-53.5% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.5%-38.7pp |
| Annual return | 23.67% | 64.34%-40.7pp | 71.41%-47.7pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,013 | $5,262-80.7% | $4,736-78.6% | $4,764-78.7% |
| Participant deferral / active EE | $4,317 | $7,111-39.3% | $6,710-35.7% | $5,851-26.2% |
| Admin fee / account holder | $7,832 | $12,125-35.4% | $10,264-23.7% | $11,599-32.5% |