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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 | $42,328 | $102,393-58.7% | $147,041-71.2% | $80,911-47.7% |
| Participation rate | 58.8% | 75.9%-17.0pp | 82.2%-23.3pp | 67.6%-8.8pp |
| Annual return | 14.40% | 134.95%-120.5pp | 419.21%-404.8pp | 35.63%-21.2pp |
| Employer contribution / active EE | $1,439 | $3,715-61.3% | $4,935-70.8% | $2,756-47.8% |
| Participant deferral / active EE | $3,594 | $6,647-45.9% | $8,071-55.5% | $4,297-16.4% |
| Admin fee / account holder | $2,472 | $7,943-68.9% | $13,006-81.0% | $6,935-64.3% |