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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 | $84,531 | $100,203-15.6% | $85,240-0.8% | $145,897-42.1% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 19.02% | 84.28%-65.3pp | 66.75%-47.7pp | 552.29%-533.3pp |
| Employer contribution / active EE | $1,449 | $3,242-55.3% | $2,735-47.0% | $4,663-68.9% |
| Participant deferral / active EE | $4,198 | $5,299-20.8% | $4,527-7.3% | $6,689-37.2% |
| Admin fee / account holder | $532 | $7,265-92.7% | $6,165-91.4% | $13,390-96.0% |