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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 | $40,776 | $201,259-79.7% | $184,200-77.9% | $145,959-72.1% |
| Participation rate | 44.4% | 87.5%-43.1pp | 86.8%-42.4pp | 80.3%-35.8pp |
| Annual return | 19.55% | 28.98%-9.4pp | 28.80%-9.2pp | 561.95%-542.4pp |
| Employer contribution / active EE | $2,780 | $7,018-60.4% | $6,424-56.7% | $4,661-40.4% |
| Participant deferral / active EE | $5,504 | $9,806-43.9% | $9,132-39.7% | $6,689-17.7% |
| Admin fee / account holder | $1,229 | $16,372-92.5% | $13,907-91.2% | $13,398-90.8% |