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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 | $91,476 | $176,120-48.1% | $159,487-42.6% | $167,553-45.4% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 10.88% | 331.95%-321.1pp | 263.71%-252.8pp | 478.89%-468.0pp |
| Employer contribution / active EE | $1,918 | $5,299-63.8% | $4,831-60.3% | $4,840-60.4% |
| Participant deferral / active EE | $5,813 | $7,752-25.0% | $7,354-20.9% | $6,343-8.3% |
| Admin fee / account holder | $4,568 | $12,561-63.6% | $10,804-57.7% | $12,316-62.9% |