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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 | $43,469 | $211,239-79.4% | $178,528-75.7% | $145,877-70.2% |
| Participation rate | 68.4% | 80.8%-12.4pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 11.17% | 30.22%-19.1pp | 27.11%-15.9pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,234 | $4,570-73.0% | $3,950-68.8% | $4,663-73.5% |
| Participant deferral / active EE | $3,663 | $6,963-47.4% | $6,278-41.6% | $6,691-45.2% |
| Admin fee / account holder | $637 | $12,095-94.7% | $10,419-93.9% | $13,402-95.2% |