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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 | $43,841 | $103,000-57.4% | $90,300-51.4% | $152,885-71.3% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 15.71% | 95.19%-79.5pp | 78.11%-62.4pp | 345.39%-329.7pp |
| Employer contribution / active EE | $1,208 | $3,138-61.5% | $2,854-57.7% | $4,763-74.6% |
| Participant deferral / active EE | $2,258 | $4,281-47.2% | $3,884-41.9% | $5,851-61.4% |
| Admin fee / account holder | $5,334 | $6,173-13.6% | $5,353-0.3% | $11,598-54.0% |