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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 | $41,399 | $107,363-61.4% | $92,909-55.4% | $152,897-72.9% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.5%-13.7pp |
| Annual return | 19.35% | 145.63%-126.3pp | 109.44%-90.1pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,179 | $4,222-72.1% | $3,653-67.7% | $4,764-75.3% |
| Participant deferral / active EE | $1,544 | $4,848-68.2% | $4,238-63.6% | $5,851-73.6% |
| Admin fee / account holder | $1,152 | $7,082-83.7% | $5,795-80.1% | $11,599-90.1% |