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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 | $58,080 | $209,422-72.3% | $178,503-67.5% | $158,982-63.5% |
| Participation rate | 38.9% | 86.4%-47.5pp | 81.9%-43.0pp | 82.0%-43.1pp |
| Annual return | 16.01% | 188.81%-172.8pp | 151.12%-135.1pp | 302.99%-287.0pp |
| Employer contribution / active EE | $1,205 | $5,707-78.9% | $5,011-76.0% | $4,763-74.7% |
| Participant deferral / active EE | $4,859 | $5,955-18.4% | $5,202-6.6% | $5,983-18.8% |
| Admin fee / account holder | $1,042 | $17,079-93.9% | $13,987-92.5% | $11,252-90.7% |