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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 | $69,518 | $162,529-57.2% | $130,788-46.8% | $154,746-55.1% |
| Participation rate | 58.3% | 75.9%-17.5pp | 70.1%-11.8pp | 80.7%-22.4pp |
| Annual return | 10.98% | 510.48%-499.5pp | 386.44%-375.5pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,490 | $4,447-66.5% | $3,558-58.1% | $4,379-66.0% |
| Participant deferral / active EE | $3,750 | $4,808-22.0% | $4,137-9.4% | $6,730-44.3% |
| Admin fee / account holder | $2,860 | $7,669-62.7% | $6,673-57.1% | $14,365-80.1% |