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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 | $39,244 | $144,130-72.8% | $117,861-66.7% | $147,586-73.4% |
| Participation rate | 36.4% | 83.4%-47.1pp | 79.7%-43.3pp | 82.8%-46.5pp |
| Annual return | 12.09% | 531.20%-519.1pp | 335.11%-323.0pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,512 | $4,897-69.1% | $3,786-60.1% | $4,876-69.0% |
| Participant deferral / active EE | $4,695 | $5,316-11.7% | $4,482+4.7% | $5,439-13.7% |
| Admin fee / account holder | $15,286 | $10,887+40.4% | $8,021+90.6% | $10,886+40.4% |