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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 | $56,475 | $157,304-64.1% | $141,197-60.0% | $152,909-63.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 17.85% | 64.34%-46.5pp | 71.41%-53.6pp | 345.46%-327.6pp |
| Employer contribution / active EE | $1,325 | $5,263-74.8% | $4,736-72.0% | $4,764-72.2% |
| Participant deferral / active EE | $3,659 | $7,111-48.5% | $6,710-45.5% | $5,851-37.5% |
| Admin fee / account holder | $1,632 | $12,126-86.5% | $10,265-84.1% | $11,601-85.9% |