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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 | $34,404 | $157,304-78.1% | $141,197-75.6% | $152,909-77.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.75% | 64.34%-43.6pp | 71.41%-50.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,237 | $5,263-76.5% | $4,736-73.9% | $4,764-74.0% |
| Participant deferral / active EE | $4,551 | $7,111-36.0% | $6,710-32.2% | $5,851-22.2% |
| Admin fee / account holder | $424 | $12,126-96.5% | $10,265-95.9% | $11,601-96.3% |