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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 | $44,076 | $73,546-40.1% | $63,018-30.1% | $147,586-70.1% |
| Participation rate | 60.9% | 77.9%-17.0pp | 74.8%-13.9pp | 82.8%-22.0pp |
| Annual return | 13.72% | 175.56%-161.8pp | 87.62%-73.9pp | 578.59%-564.9pp |
| Employer contribution / active EE | $1,883 | $3,324-43.3% | $2,761-31.8% | $4,876-61.4% |
| Participant deferral / active EE | $1,039 | $4,185-75.2% | $3,330-68.8% | $5,439-80.9% |
| Admin fee / account holder | $769 | $5,956-87.1% | $3,601-78.6% | $10,886-92.9% |