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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 | $42,377 | $103,038-58.9% | $90,324-53.1% | $152,909-72.3% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.5%-26.9pp |
| Annual return | 21.78% | 95.25%-73.5pp | 78.15%-56.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,971 | $3,141-37.2% | $2,856-31.0% | $4,764-58.6% |
| Participant deferral / active EE | $2,065 | $4,282-51.8% | $3,885-46.9% | $5,851-64.7% |
| Admin fee / account holder | $1,000 | $6,177-83.8% | $5,356-81.3% | $11,601-91.4% |