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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 | $44,116 | $183,592-76.0% | $155,574-71.6% | $145,877-69.8% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 17.85% | 61.37%-43.5pp | 64.87%-47.0pp | 551.28%-533.4pp |
| Employer contribution / active EE | $1,684 | $5,317-68.3% | $4,676-64.0% | $4,663-63.9% |
| Participant deferral / active EE | $5,111 | $6,466-21.0% | $5,629-9.2% | $6,691-23.6% |
| Admin fee / account holder | $1,103 | $19,316-94.3% | $15,914-93.1% | $13,402-91.8% |