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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 | $80,540 | $183,592-56.1% | $155,567-48.2% | $145,959-44.8% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.7pp | 80.3%-41.8pp |
| Annual return | 15.51% | 61.24%-45.7pp | 64.74%-49.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $1,085 | $5,315-79.6% | $4,674-76.8% | $4,661-76.7% |
| Participant deferral / active EE | $4,160 | $6,464-35.6% | $5,628-26.1% | $6,689-37.8% |
| Admin fee / account holder | $27,880 | $19,318+44.3% | $15,916+75.2% | $13,398+108.1% |