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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 | $72,454 | $159,934-54.7% | $147,005-50.7% | $145,959-50.4% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.82% | 98.24%-83.4pp | 418.76%-403.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $3,610 | $5,287-31.7% | $4,934-26.8% | $4,661-22.5% |
| Participant deferral / active EE | $14,869 | $8,427+76.4% | $8,070+84.3% | $6,689+122.3% |
| Admin fee / account holder | $11,667 | $15,053-22.5% | $13,006-10.3% | $13,398-12.9% |