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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 | $183,592-51.7% | $155,567-43.0% | $145,959-39.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 13.64% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,509 | $5,315-71.6% | $4,674-67.7% | $4,661-67.6% |
| Participant deferral / active EE | $2,073 | $6,464-67.9% | $5,628-63.2% | $6,689-69.0% |
| Admin fee / account holder | $2,924 | $19,318-84.9% | $15,916-81.6% | $13,398-78.2% |