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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 | $81,705 | $107,363-23.9% | $92,909-12.1% | $152,897-46.6% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.0%-19.8pp | 82.5%-26.2pp |
| Annual return | 19.88% | 145.63%-125.7pp | 109.44%-89.6pp | 345.43%-325.5pp |
| Employer contribution / active EE | $1,331 | $4,222-68.5% | $3,653-63.6% | $4,764-72.1% |
| Participant deferral / active EE | $3,654 | $4,848-24.6% | $4,238-13.8% | $5,851-37.5% |
| Admin fee / account holder | $2,315 | $7,082-67.3% | $5,795-60.0% | $11,599-80.0% |