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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 | $40,205 | $114,119-64.8% | $107,187-62.5% | $138,895-71.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 13.94% | 273.21%-259.3pp | 204.55%-190.6pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,943 | $4,059-52.1% | $3,782-48.6% | $4,194-53.7% |
| Participant deferral / active EE | $4,940 | $5,538-10.8% | $5,096-3.1% | $6,396-22.8% |
| Admin fee / account holder | $550 | $10,024-94.5% | $9,162-94.0% | $12,562-95.6% |