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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 | $71,611 | $209,405-65.8% | $178,486-59.9% | $158,931-54.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 17.52% | 188.77%-171.2pp | 151.08%-133.6pp | 302.86%-285.3pp |
| Employer contribution / active EE | $1,376 | $5,707-75.9% | $5,011-72.5% | $4,761-71.1% |
| Participant deferral / active EE | $3,791 | $5,954-36.3% | $5,202-27.1% | $5,982-36.6% |
| Admin fee / account holder | $2,315 | $17,076-86.4% | $13,985-83.4% | $11,247-79.4% |