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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 | $40,893 | $72,071-43.3% | $68,368-40.2% | $137,256-70.2% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 13.52% | 353.14%-339.6pp | 292.57%-279.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,342 | $2,788-51.9% | $2,649-49.4% | $4,156-67.7% |
| Participant deferral / active EE | $1,904 | $4,410-56.8% | $4,123-53.8% | $6,407-70.3% |
| Admin fee / account holder | $785 | $5,336-85.3% | $5,150-84.8% | $12,270-93.6% |