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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 | $67,736 | $102,595-34.0% | $94,057-28.0% | $154,746-56.2% |
| Participation rate | 45.8% | 76.0%-30.2pp | 73.3%-27.5pp | 80.7%-34.9pp |
| Annual return | 13.08% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,170 | $3,147-62.8% | $2,933-60.1% | $4,379-73.3% |
| Participant deferral / active EE | $1,890 | $5,118-63.1% | $4,709-59.9% | $6,730-71.9% |
| Admin fee / account holder | $1,642 | $7,736-78.8% | $7,244-77.3% | $14,365-88.6% |