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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 | $39,395 | $175,259-77.5% | $149,723-73.7% | $139,487-71.8% |
| Participation rate | 61.1% | 83.4%-22.3pp | 78.8%-17.7pp | 80.3%-19.2pp |
| Annual return | 17.82% | 166.82%-149.0pp | 134.50%-116.7pp | 373.84%-356.0pp |
| Employer contribution / active EE | $1,320 | $5,478-75.9% | $4,821-72.6% | $4,755-72.2% |
| Participant deferral / active EE | $4,047 | $6,522-37.9% | $5,682-28.8% | $6,713-39.7% |
| Admin fee / account holder | $13,503 | $16,158-16.4% | $13,215+2.2% | $11,407+18.4% |