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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 | $85,950 | $175,231-51.0% | $149,696-42.6% | $139,466-38.4% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 17.09% | 166.77%-149.7pp | 134.46%-117.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $1,884 | $5,478-65.6% | $4,821-60.9% | $4,754-60.4% |
| Participant deferral / active EE | $4,774 | $6,521-26.8% | $5,682-16.0% | $6,712-28.9% |
| Admin fee / account holder | $7,575 | $16,155-53.1% | $13,212-42.7% | $11,409-33.6% |