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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 | $88,642 | $183,516-51.7% | $155,534-43.0% | $145,884-39.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 13.64% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,509 | $5,315-71.6% | $4,675-67.7% | $4,662-67.6% |
| Participant deferral / active EE | $2,073 | $6,467-67.9% | $5,630-63.2% | $6,690-69.0% |
| Admin fee / account holder | $2,924 | $19,293-84.8% | $15,900-81.6% | $13,392-78.2% |