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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 | $18,054 | $105,160-82.8% | $94,679-80.9% | $139,456-87.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 36.45% | 38.04%-1.6pp | 156.75%-120.3pp | 373.45%-337.0pp |
| Employer contribution / active EE | $3,545 | $4,107-13.7% | $3,673-3.5% | $4,753-25.4% |
| Participant deferral / active EE | $4,758 | $7,599-37.4% | $7,417-35.9% | $6,711-29.1% |
| Admin fee / account holder | $3,315 | $8,988-63.1% | $7,233-54.2% | $11,407-70.9% |