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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 | $79,549 | $180,749-56.0% | $160,784-50.5% | $137,256-42.0% |
| Participation rate | 41.7% | 80.0%-38.3pp | 77.0%-35.3pp | 80.0%-38.3pp |
| Annual return | 18.97% | 2234.46%-2215.5pp | 1803.92%-1785.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,205 | $4,155-71.0% | $3,733-67.7% | $4,156-71.0% |
| Participant deferral / active EE | $5,492 | $6,844-19.8% | $6,293-12.7% | $6,407-14.3% |
| Admin fee / account holder | $3,563 | $10,397-65.7% | $9,717-63.3% | $12,270-71.0% |