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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 | $183,516-75.9% | $155,534-71.6% | $145,884-69.7% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 57.51% | 61.43%-3.9pp | 64.92%-7.4pp | 551.85%-494.3pp |
| Employer contribution / active EE | $3,868 | $5,315-27.2% | $4,675-17.2% | $4,662-17.0% |
| Participant deferral / active EE | $5,165 | $6,467-20.1% | $5,630-8.3% | $6,690-22.8% |
| Admin fee / account holder | $1,428 | $19,293-92.6% | $15,900-91.0% | $13,392-89.3% |