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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 | $44,196 | $183,592-75.9% | $155,574-71.6% | $145,877-69.7% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 57.51% | 61.37%-3.9pp | 64.87%-7.4pp | 551.28%-493.8pp |
| Employer contribution / active EE | $3,868 | $5,317-27.2% | $4,676-17.3% | $4,663-17.0% |
| Participant deferral / active EE | $5,165 | $6,466-20.1% | $5,629-8.2% | $6,691-22.8% |
| Admin fee / account holder | $1,428 | $19,316-92.6% | $15,914-91.0% | $13,402-89.3% |