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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 | $37,415 | $183,592-79.6% | $155,574-76.0% | $145,877-74.4% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 10.20% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,092 | $5,317-79.5% | $4,676-76.6% | $4,663-76.6% |
| Participant deferral / active EE | $2,774 | $6,466-57.1% | $5,629-50.7% | $6,691-58.5% |
| Admin fee / account holder | $6,529 | $19,316-66.2% | $15,914-59.0% | $13,402-51.3% |