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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 | $77,191 | $209,422-63.1% | $178,503-56.8% | $158,982-51.4% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 31.93% | 188.81%-156.9pp | 151.12%-119.2pp | 302.99%-271.1pp |
| Employer contribution / active EE | $1,736 | $5,707-69.6% | $5,011-65.4% | $4,763-63.6% |
| Participant deferral / active EE | $3,010 | $5,955-49.5% | $5,202-42.1% | $5,983-49.7% |
| Admin fee / account holder | $464 | $17,079-97.3% | $13,987-96.7% | $11,252-95.9% |