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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 | $57,744 | $225,673-74.4% | $203,872-71.7% | $155,188-62.8% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 20.95% | 95.91%-75.0pp | 85.11%-64.2pp | 148.84%-127.9pp |
| Employer contribution / active EE | $1,774 | $4,099-56.7% | $3,757-52.8% | $4,248-58.2% |
| Participant deferral / active EE | $3,024 | $6,893-56.1% | $6,388-52.7% | $6,531-53.7% |
| Admin fee / account holder | $2,720 | $12,327-77.9% | $11,730-76.8% | $14,480-81.2% |