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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 | $37,917 | $157,296-75.9% | $141,191-73.1% | $152,897-75.2% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.5%-35.8pp |
| Annual return | 25.47% | 64.34%-38.9pp | 71.41%-45.9pp | 345.43%-320.0pp |
| Employer contribution / active EE | $1,730 | $5,262-67.1% | $4,736-63.5% | $4,764-63.7% |
| Participant deferral / active EE | $2,940 | $7,111-58.7% | $6,710-56.2% | $5,851-49.8% |
| Admin fee / account holder | $2,091 | $12,125-82.8% | $10,264-79.6% | $11,599-82.0% |