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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 | $19,069 | $107,368-82.2% | $92,915-79.5% | $152,909-87.5% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 62.91% | 145.64%-82.7pp | 109.45%-46.5pp | 345.46%-282.6pp |
| Employer contribution / active EE | $1,100 | $4,222-73.9% | $3,653-69.9% | $4,764-76.9% |
| Participant deferral / active EE | $1,990 | $4,848-58.9% | $4,238-53.0% | $5,851-66.0% |
| Admin fee / account holder | $1,538 | $7,082-78.3% | $5,796-73.5% | $11,601-86.7% |