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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 | $87,422 | $159,978-45.4% | $147,041-40.5% | $145,978-40.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 13.80% | 98.36%-84.6pp | 419.21%-405.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,523 | $5,288-71.2% | $4,935-69.1% | $4,662-67.3% |
| Participant deferral / active EE | $3,651 | $8,429-56.7% | $8,071-54.8% | $6,690-45.4% |
| Admin fee / account holder | $4,671 | $15,053-69.0% | $13,006-64.1% | $13,400-65.1% |