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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 | $81,735 | $129,737-37.0% | $119,126-31.4% | $154,746-47.2% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 13.61% | 379.08%-365.5pp | 282.11%-268.5pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,771 | $4,375-59.5% | $4,034-56.1% | $4,379-59.6% |
| Participant deferral / active EE | $2,954 | $5,842-49.4% | $5,318-44.5% | $6,730-56.1% |
| Admin fee / account holder | $4,147 | $11,961-65.3% | $10,693-61.2% | $14,365-71.1% |