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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 | $30,099 | $217,432-86.2% | $185,851-83.8% | $167,553-82.0% |
| Participation rate | 58.3% | 86.1%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 12.06% | 148.43%-136.4pp | 122.11%-110.0pp | 478.89%-466.8pp |
| Employer contribution / active EE | $1,448 | $5,874-75.3% | $5,168-72.0% | $4,840-70.1% |
| Participant deferral / active EE | $4,683 | $6,357-26.3% | $5,569-15.9% | $6,343-26.2% |
| Admin fee / account holder | $2,794 | $19,820-85.9% | $16,245-82.8% | $12,316-77.3% |