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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 | $65,255 | $225,673-71.1% | $203,872-68.0% | $155,188-58.0% |
| Participation rate | 33.3% | 80.3%-47.0pp | 77.8%-44.5pp | 80.8%-47.5pp |
| Annual return | 23.16% | 95.91%-72.8pp | 85.11%-61.9pp | 148.84%-125.7pp |
| Employer contribution / active EE | $1,717 | $4,099-58.1% | $3,757-54.3% | $4,248-59.6% |
| Participant deferral / active EE | $4,273 | $6,893-38.0% | $6,388-33.1% | $6,531-34.6% |
| Admin fee / account holder | $3,404 | $12,327-72.4% | $11,730-71.0% | $14,480-76.5% |