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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 | $68,588 | $175,259-60.9% | $149,723-54.2% | $139,487-50.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 20.00% | 166.82%-146.8pp | 134.50%-114.5pp | 373.84%-353.8pp |
| Employer contribution / active EE | $1,480 | $5,478-73.0% | $4,821-69.3% | $4,755-68.9% |
| Participant deferral / active EE | $3,873 | $6,522-40.6% | $5,682-31.8% | $6,713-42.3% |
| Admin fee / account holder | $405 | $16,158-97.5% | $13,215-96.9% | $11,407-96.4% |