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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 | $59,341 | $112,131-47.1% | $95,964-38.2% | $158,982-62.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 12.07% | 171.19%-159.1pp | 91.64%-79.6pp | 302.99%-290.9pp |
| Employer contribution / active EE | $739 | $3,199-76.9% | $2,541-70.9% | $4,763-84.5% |
| Participant deferral / active EE | $13,540 | $4,784+183.0% | $4,167+225.0% | $5,983+126.3% |
| Admin fee / account holder | $27,010 | $10,136+166.5% | $6,797+297.4% | $11,252+140.1% |