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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 | $43,754 | $183,516-76.2% | $155,534-71.9% | $145,884-70.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.89% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,063 | $5,315-61.2% | $4,675-55.9% | $4,662-55.8% |
| Participant deferral / active EE | $3,739 | $6,467-42.2% | $5,630-33.6% | $6,690-44.1% |
| Admin fee / account holder | $346 | $19,293-98.2% | $15,900-97.8% | $13,392-97.4% |