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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 | $28,563 | $105,145-72.8% | $94,664-69.8% | $139,466-79.5% |
| Participation rate | 53.8% | 82.4%-28.5pp | 80.8%-27.0pp | 80.3%-26.5pp |
| Annual return | 27.52% | 38.09%-10.6pp | 156.84%-129.3pp | 373.66%-346.1pp |
| Employer contribution / active EE | $1,520 | $4,107-63.0% | $3,673-58.6% | $4,754-68.0% |
| Participant deferral / active EE | $4,897 | $7,599-35.6% | $7,417-34.0% | $6,712-27.0% |
| Admin fee / account holder | $622 | $8,972-93.1% | $7,222-91.4% | $11,409-94.5% |