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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 | $37,532 | $111,878-66.5% | $93,727-60.0% | $145,897-74.3% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.0pp | 80.3%-38.6pp |
| Annual return | 13.09% | 204.28%-191.2pp | 133.83%-120.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $687 | $3,092-77.8% | $2,421-71.6% | $4,663-85.3% |
| Participant deferral / active EE | $5,250 | $4,920+6.7% | $4,417+18.9% | $6,689-21.5% |
| Admin fee / account holder | $1,606 | $10,256-84.3% | $8,292-80.6% | $13,390-88.0% |