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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 | $45,533 | $166,242-72.6% | $165,071-72.4% | $145,884-68.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 14.39% | 100.44%-86.1pp | 70.17%-55.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,741 | $5,283-48.1% | $4,347-37.0% | $4,662-41.2% |
| Participant deferral / active EE | $4,393 | $6,964-36.9% | $6,035-27.2% | $6,690-34.3% |
| Admin fee / account holder | $2,296 | $16,658-86.2% | $12,695-81.9% | $13,392-82.9% |