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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 | $47,621 | $115,780-58.9% | $101,255-53.0% | $158,931-70.0% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 24.18% | 56.14%-32.0pp | 46.48%-22.3pp | 302.86%-278.7pp |
| Employer contribution / active EE | $1,972 | $4,175-52.8% | $3,660-46.1% | $4,761-58.6% |
| Participant deferral / active EE | $3,500 | $4,958-29.4% | $4,370-19.9% | $5,982-41.5% |
| Admin fee / account holder | $1,280 | $7,246-82.3% | $5,946-78.5% | $11,247-88.6% |