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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 | $43,338 | $95,406-54.6% | $185,849-76.7% | $85,847-49.5% |
| Participation rate | 62.4% | 68.8%-6.4pp | 81.7%-19.4pp | 69.3%-7.0pp |
| Annual return | 13.59% | 23.59%-10.0pp | 122.10%-108.5pp | 318.61%-305.0pp |
| Employer contribution / active EE | $1,001 | $3,314-69.8% | $5,169-80.6% | $2,565-61.0% |
| Participant deferral / active EE | $1,815 | $3,424-47.0% | $5,569-67.4% | $3,952-54.1% |
| Admin fee / account holder | $3,928 | $7,214-45.5% | $16,244-75.8% | $6,261-37.3% |