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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 | $39,262 | $162,529-75.8% | $130,788-70.0% | $154,746-74.6% |
| Participation rate | 64.3% | 75.9%-11.6pp | 70.1%-5.8pp | 80.7%-16.4pp |
| Annual return | 18.35% | 510.48%-492.1pp | 386.44%-368.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,230 | $4,447-72.4% | $3,558-65.4% | $4,379-71.9% |
| Participant deferral / active EE | $1,537 | $4,808-68.0% | $4,137-62.9% | $6,730-77.2% |
| Admin fee / account holder | $473 | $7,669-93.8% | $6,673-92.9% | $14,365-96.7% |