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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 | $44,452 | $100,139-55.6% | $85,187-47.8% | $145,884-69.5% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.8pp |
| Annual return | 14.67% | 84.15%-69.5pp | 66.67%-52.0pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,904 | $3,238-41.2% | $2,732-30.3% | $4,662-59.2% |
| Participant deferral / active EE | $2,903 | $5,296-45.2% | $4,525-35.8% | $6,690-56.6% |
| Admin fee / account holder | $1,276 | $7,262-82.4% | $6,162-79.3% | $13,392-90.5% |