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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 | $37,933 | $134,817-71.9% | $123,973-69.4% | $155,188-75.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 8.49% | 515.49%-507.0pp | 388.13%-379.6pp | 148.84%-140.3pp |
| Employer contribution / active EE | $1,588 | $4,425-64.1% | $4,126-61.5% | $4,248-62.6% |
| Participant deferral / active EE | $2,285 | $5,706-60.0% | $5,247-56.4% | $6,531-65.0% |
| Admin fee / account holder | $27,498 | $13,245+107.6% | $11,799+133.1% | $14,480+89.9% |