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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 | $19,768 | $175,231-88.7% | $149,696-86.8% | $139,466-85.8% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 10.94% | 166.77%-155.8pp | 134.46%-123.5pp | 373.66%-362.7pp |
| Employer contribution / active EE | $1,082 | $5,478-80.3% | $4,821-77.6% | $4,754-77.2% |
| Participant deferral / active EE | $3,835 | $6,521-41.2% | $5,682-32.5% | $6,712-42.9% |
| Admin fee / account holder | $7,088 | $16,155-56.1% | $13,212-46.4% | $11,409-37.9% |