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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 | $57,382 | $232,540-75.3% | $185,117-69.0% | $147,586-61.1% |
| Participation rate | 45.8% | 82.4%-36.5pp | 77.3%-31.4pp | 82.8%-37.0pp |
| Annual return | 16.94% | 43.03%-26.1pp | 40.50%-23.6pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,092 | $5,195-79.0% | $4,182-73.9% | $4,876-77.6% |
| Participant deferral / active EE | $3,715 | $5,834-36.3% | $5,045-26.4% | $5,439-31.7% |
| Admin fee / account holder | $2,674 | $10,275-74.0% | $8,159-67.2% | $10,886-75.4% |