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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 | $27,287 | $148,623-81.6% | $135,974-79.9% | $139,466-80.4% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 20.13% | 79.30%-59.2pp | 68.30%-48.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $1,208 | $5,246-77.0% | $4,859-75.1% | $4,754-74.6% |
| Participant deferral / active EE | $2,768 | $8,103-65.8% | $7,760-64.3% | $6,712-58.8% |
| Admin fee / account holder | $728 | $12,406-94.1% | $10,767-93.2% | $11,409-93.6% |