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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 | $43,853 | $209,336-79.1% | $197,124-77.8% | $137,256-68.1% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 28.81% | 48.09%-19.3pp | 44.34%-15.5pp | 220.34%-191.5pp |
| Employer contribution / active EE | $1,375 | $6,591-79.1% | $6,227-77.9% | $4,156-66.9% |
| Participant deferral / active EE | $3,963 | $9,614-58.8% | $9,135-56.6% | $6,407-38.1% |
| Admin fee / account holder | $8,465 | $17,308-51.1% | $16,298-48.1% | $12,270-31.0% |