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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 | $64,865 | $109,967-41.0% | $97,197-33.3% | $145,877-55.5% |
| Participation rate | 44.4% | 76.0%-31.5pp | 72.7%-28.2pp | 80.3%-35.9pp |
| Annual return | 19.47% | 244.27%-224.8pp | 75.47%-56.0pp | 551.28%-531.8pp |
| Employer contribution / active EE | $1,633 | $3,077-46.9% | $2,723-40.0% | $4,663-65.0% |
| Participant deferral / active EE | $4,184 | $4,676-10.5% | $4,263-1.9% | $6,691-37.5% |
| Admin fee / account holder | $1,320 | $6,199-78.7% | $5,637-76.6% | $13,402-90.1% |