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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 | $44,629 | $226,105-80.3% | $182,540-75.6% | $152,897-70.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 17.75% | 192.58%-174.8pp | 148.58%-130.8pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,823 | $4,978-63.4% | $4,076-55.3% | $4,764-61.7% |
| Participant deferral / active EE | $2,693 | $6,370-57.7% | $5,525-51.3% | $5,851-54.0% |
| Admin fee / account holder | $1,771 | $10,706-83.5% | $8,593-79.4% | $11,599-84.7% |