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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 | $66,684 | $183,516-63.7% | $155,534-57.1% | $145,884-54.3% |
| Participation rate | 45.8% | 82.7%-36.9pp | 78.2%-32.4pp | 80.3%-34.5pp |
| Annual return | 15.68% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,119 | $5,315-78.9% | $4,675-76.1% | $4,662-76.0% |
| Participant deferral / active EE | $1,854 | $6,467-71.3% | $5,630-67.1% | $6,690-72.3% |
| Admin fee / account holder | $10,356 | $19,293-46.3% | $15,900-34.9% | $13,392-22.7% |