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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 | $40,575 | $111,878-63.7% | $93,727-56.7% | $145,897-72.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 12.04% | 204.28%-192.2pp | 133.83%-121.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $983 | $3,092-68.2% | $2,421-59.4% | $4,663-78.9% |
| Participant deferral / active EE | $2,010 | $4,920-59.1% | $4,417-54.5% | $6,689-69.9% |
| Admin fee / account holder | $1,450 | $10,256-85.9% | $8,292-82.5% | $13,390-89.2% |