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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 | $39,373 | $166,242-76.3% | $165,071-76.1% | $145,884-73.0% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 43.88% | 100.44%-56.6pp | 70.17%-26.3pp | 551.85%-508.0pp |
| Employer contribution / active EE | $1,696 | $5,283-67.9% | $4,347-61.0% | $4,662-63.6% |
| Participant deferral / active EE | $4,784 | $6,964-31.3% | $6,035-20.7% | $6,690-28.5% |
| Admin fee / account holder | $7,902 | $16,658-52.6% | $12,695-37.8% | $13,392-41.0% |