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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 | $77,157 | $160,040-51.8% | $147,096-47.5% | $145,877-47.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.54% | 98.49%-84.0pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,439 | $5,289-72.8% | $4,936-70.8% | $4,663-69.1% |
| Participant deferral / active EE | $10,369 | $8,429+23.0% | $8,071+28.5% | $6,691+55.0% |
| Admin fee / account holder | $7,951 | $15,050-47.2% | $13,005-38.9% | $13,402-40.7% |