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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 | $43,260 | $166,242-74.0% | $165,071-73.8% | $145,884-70.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 9.84% | 100.44%-90.6pp | 70.17%-60.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,524 | $5,283-71.2% | $4,347-65.0% | $4,662-67.3% |
| Participant deferral / active EE | $3,179 | $6,964-54.4% | $6,035-47.3% | $6,690-52.5% |
| Admin fee / account holder | $966 | $16,658-94.2% | $12,695-92.4% | $13,392-92.8% |