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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 | $74,297 | $107,363-30.8% | $92,909-20.0% | $152,897-51.4% |
| Participation rate | 26.3% | 79.8%-53.5pp | 76.0%-49.7pp | 82.5%-56.1pp |
| Annual return | 25.93% | 145.63%-119.7pp | 109.44%-83.5pp | 345.43%-319.5pp |
| Employer contribution / active EE | $1,069 | $4,222-74.7% | $3,653-70.7% | $4,764-77.6% |
| Participant deferral / active EE | $3,245 | $4,848-33.1% | $4,238-23.4% | $5,851-44.5% |
| Admin fee / account holder | $971 | $7,082-86.3% | $5,795-83.2% | $11,599-91.6% |