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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 | $39,954 | $115,796-65.5% | $101,264-60.5% | $158,950-74.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 23.02% | 56.15%-33.1pp | 46.48%-23.5pp | 302.91%-279.9pp |
| Employer contribution / active EE | $997 | $4,175-76.1% | $3,660-72.8% | $4,762-79.1% |
| Participant deferral / active EE | $4,514 | $4,958-9.0% | $4,370+3.3% | $5,983-24.6% |
| Admin fee / account holder | $2,372 | $7,247-67.3% | $5,947-60.1% | $11,248-78.9% |