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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 | $68,103 | $175,259-61.1% | $149,723-54.5% | $139,487-51.2% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 21.17% | 166.82%-145.7pp | 134.50%-113.3pp | 373.84%-352.7pp |
| Employer contribution / active EE | $1,896 | $5,478-65.4% | $4,821-60.7% | $4,755-60.1% |
| Participant deferral / active EE | $4,758 | $6,522-27.0% | $5,682-16.3% | $6,713-29.1% |
| Admin fee / account holder | $5,565 | $16,158-65.6% | $13,215-57.9% | $11,407-51.2% |