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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 | $77,509 | $157,296-50.7% | $141,191-45.1% | $152,897-49.3% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 25.75% | 64.34%-38.6pp | 71.41%-45.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,860 | $5,262-64.6% | $4,736-60.7% | $4,764-60.9% |
| Participant deferral / active EE | $4,687 | $7,111-34.1% | $6,710-30.1% | $5,851-19.9% |
| Admin fee / account holder | $1,021 | $12,125-91.6% | $10,264-90.0% | $11,599-91.2% |