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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 | $43,544 | $111,785-61.0% | $93,669-53.5% | $145,877-70.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 18.25% | 203.79%-185.5pp | 133.59%-115.3pp | 551.28%-533.0pp |
| Employer contribution / active EE | $1,174 | $3,096-62.1% | $2,424-51.6% | $4,663-74.8% |
| Participant deferral / active EE | $2,617 | $4,919-46.8% | $4,416-40.7% | $6,691-60.9% |
| Admin fee / account holder | $614 | $10,256-94.0% | $8,291-92.6% | $13,402-95.4% |