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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 | $100,073-15.5% | $85,126-0.7% | $145,877-42.1% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 19.02% | 84.11%-65.1pp | 66.63%-47.6pp | 551.28%-532.3pp |
| Employer contribution / active EE | $1,449 | $3,236-55.2% | $2,731-46.9% | $4,663-68.9% |
| Participant deferral / active EE | $4,198 | $5,294-20.7% | $4,523-7.2% | $6,691-37.3% |
| Admin fee / account holder | $532 | $7,261-92.7% | $6,160-91.4% | $13,402-96.0% |