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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 | $40,780 | $168,636-75.8% | $147,617-72.4% | $125,393-67.5% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | 1.08% | 77.65%-76.6pp | 61.98%-60.9pp | 282.23%-281.1pp |
| Employer contribution / active EE | $1,437 | $6,252-77.0% | $5,565-74.2% | $4,866-70.5% |
| Participant deferral / active EE | $3,132 | $5,507-43.1% | $4,895-36.0% | $5,351-41.5% |
| Admin fee / account holder | $6,177 | $13,580-54.5% | $11,611-46.8% | $9,541-35.3% |