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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 | $51,939 | $115,796-55.1% | $101,264-48.7% | $158,950-67.3% |
| Participation rate | 39.1% | 79.4%-40.2pp | 75.8%-36.7pp | 82.0%-42.8pp |
| Annual return | 32.07% | 56.15%-24.1pp | 46.48%-14.4pp | 302.91%-270.8pp |
| Employer contribution / active EE | $1,183 | $4,175-71.7% | $3,660-67.7% | $4,762-75.2% |
| Participant deferral / active EE | $1,991 | $4,958-59.8% | $4,370-54.4% | $5,983-66.7% |
| Admin fee / account holder | $1,844 | $7,247-74.6% | $5,947-69.0% | $11,248-83.6% |