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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 | $64,318 | $176,105-63.5% | $159,474-59.7% | $167,536-61.6% |
| Participation rate | 42.9% | 85.0%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 16.63% | 331.91%-315.3pp | 263.68%-247.0pp | 478.82%-462.2pp |
| Employer contribution / active EE | $1,484 | $5,299-72.0% | $4,831-69.3% | $4,839-69.3% |
| Participant deferral / active EE | $3,928 | $7,751-49.3% | $7,353-46.6% | $6,342-38.1% |
| Admin fee / account holder | $15,980 | $12,559+27.2% | $10,802+47.9% | $12,315+29.8% |