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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% | $155,574-43.0% | $145,877-39.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 13.64% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,509 | $5,317-71.6% | $4,676-67.7% | $4,663-67.6% |
| Participant deferral / active EE | $2,073 | $6,466-67.9% | $5,629-63.2% | $6,691-69.0% |
| Admin fee / account holder | $2,924 | $19,316-84.9% | $15,914-81.6% | $13,402-78.2% |