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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 | $28,135 | $166,268-83.1% | $165,100-83.0% | $145,897-80.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 9.26% | 100.52%-91.3pp | 70.21%-61.0pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,793 | $5,284-66.1% | $4,348-58.8% | $4,663-61.5% |
| Participant deferral / active EE | $5,910 | $6,964-15.1% | $6,035-2.1% | $6,689-11.7% |
| Admin fee / account holder | $5,808 | $16,659-65.1% | $12,696-54.3% | $13,390-56.6% |