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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 | $43,800 | $203,483-78.5% | $152,473-71.3% | $167,553-73.9% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.2%-18.2pp | 82.1%-22.1pp |
| Annual return | 9.09% | 13.80%-4.7pp | 757.59%-748.5pp | 478.89%-469.8pp |
| Employer contribution / active EE | $1,459 | $5,219-72.0% | $4,326-66.3% | $4,840-69.9% |
| Participant deferral / active EE | $2,717 | $6,711-59.5% | $5,817-53.3% | $6,343-57.2% |
| Admin fee / account holder | $10,821 | $22,521-52.0% | $15,811-31.6% | $12,316-12.1% |