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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 | $40,808 | $183,539-77.8% | $155,556-73.8% | $145,897-72.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 19.34% | 61.31%-42.0pp | 64.84%-45.5pp | 552.29%-533.0pp |
| Employer contribution / active EE | $3,112 | $5,315-41.4% | $4,675-33.4% | $4,663-33.2% |
| Participant deferral / active EE | $6,078 | $6,467-6.0% | $5,631+7.9% | $6,689-9.1% |
| Admin fee / account holder | $6,473 | $19,275-66.4% | $15,885-59.2% | $13,390-51.7% |