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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 | $70,333 | $175,231-59.9% | $149,696-53.0% | $139,466-49.6% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 12.34% | 166.77%-154.4pp | 134.46%-122.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $2,584 | $5,478-52.8% | $4,821-46.4% | $4,754-45.6% |
| Participant deferral / active EE | $3,818 | $6,521-41.5% | $5,682-32.8% | $6,712-43.1% |
| Admin fee / account holder | $471 | $16,155-97.1% | $13,212-96.4% | $11,409-95.9% |