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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 | $62,194 | $134,817-53.9% | $123,973-49.8% | $155,188-59.9% |
| Participation rate | 47.1% | 79.4%-32.3pp | 76.7%-29.6pp | 80.8%-33.7pp |
| Annual return | 18.58% | 515.49%-496.9pp | 388.13%-369.5pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,278 | $4,425-71.1% | $4,126-69.0% | $4,248-69.9% |
| Participant deferral / active EE | $5,053 | $5,706-11.4% | $5,247-3.7% | $6,531-22.6% |
| Admin fee / account holder | $4,689 | $13,245-64.6% | $11,799-60.3% | $14,480-67.6% |