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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 | $208,088-68.6% | $186,193-65.0% | $154,746-57.8% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 23.16% | 89.97%-66.8pp | 78.03%-54.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $1,717 | $4,340-60.4% | $3,918-56.2% | $4,379-60.8% |
| Participant deferral / active EE | $4,273 | $7,078-39.6% | $6,513-34.4% | $6,730-36.5% |
| Admin fee / account holder | $3,404 | $11,698-70.9% | $11,058-69.2% | $14,365-76.3% |