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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 | $113,001 | $177,353-36.3% | $158,226-28.6% | $198,609-43.1% |
| Participation rate | 42.9% | 77.0%-34.2pp | 74.8%-32.0pp | 82.4%-39.5pp |
| Annual return | 17.77% | 599.50%-581.7pp | 501.41%-483.6pp | 202.70%-184.9pp |
| Employer contribution / active EE | $1,177 | $3,239-63.7% | $2,986-60.6% | $5,055-76.7% |
| Participant deferral / active EE | $2,000 | $4,615-56.7% | $4,317-53.7% | $6,977-71.3% |
| Admin fee / account holder | $1,459 | $10,960-86.7% | $10,217-85.7% | $19,030-92.3% |