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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 | $44,173 | $165,939-73.4% | $122,354-63.9% | $147,586-70.1% |
| Participation rate | 62.5% | 79.6%-17.1pp | 71.6%-9.1pp | 82.8%-20.3pp |
| Annual return | 14.74% | 34.56%-19.8pp | 30.28%-15.5pp | 578.59%-563.9pp |
| Employer contribution / active EE | $3,431 | $5,754-40.4% | $4,051-15.3% | $4,876-29.7% |
| Participant deferral / active EE | $3,095 | $4,005-22.7% | $3,287-5.8% | $5,439-43.1% |
| Admin fee / account holder | $5,020 | $7,425-32.4% | $5,479-8.4% | $10,886-53.9% |