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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 | $48,771 | $115,810-57.9% | $101,271-51.8% | $158,966-69.3% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-32.9pp | 82.0%-39.1pp |
| Annual return | 13.05% | 56.15%-43.1pp | 46.48%-33.4pp | 302.95%-289.9pp |
| Employer contribution / active EE | $1,684 | $4,175-59.7% | $3,660-54.0% | $4,762-64.6% |
| Participant deferral / active EE | $3,163 | $4,958-36.2% | $4,371-27.6% | $5,983-47.1% |
| Admin fee / account holder | $1,518 | $7,248-79.1% | $5,948-74.5% | $11,250-86.5% |