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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 | $118,145 | $232,540-49.2% | $185,117-36.2% | $147,586-19.9% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 16.06% | 43.03%-27.0pp | 40.50%-24.4pp | 578.59%-562.5pp |
| Employer contribution / active EE | $887 | $5,195-82.9% | $4,182-78.8% | $4,876-81.8% |
| Participant deferral / active EE | $3,915 | $5,834-32.9% | $5,045-22.4% | $5,439-28.0% |
| Admin fee / account holder | $1,056 | $10,275-89.7% | $8,159-87.1% | $10,886-90.3% |