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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 | $160,070-54.7% | $147,117-50.8% | $145,897-50.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 14.82% | 98.69%-83.9pp | 420.54%-405.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,610 | $5,285-31.7% | $4,932-26.8% | $4,663-22.6% |
| Participant deferral / active EE | $14,869 | $8,419+76.6% | $8,065+84.4% | $6,689+122.3% |
| Admin fee / account holder | $11,667 | $15,035-22.4% | $12,993-10.2% | $13,390-12.9% |