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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 | $42,799 | $225,673-81.0% | $203,872-79.0% | $155,188-72.4% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 10.46% | 95.91%-85.4pp | 85.11%-74.6pp | 148.84%-138.4pp |
| Employer contribution / active EE | $870 | $4,099-78.8% | $3,757-76.9% | $4,248-79.5% |
| Participant deferral / active EE | $3,877 | $6,893-43.8% | $6,388-39.3% | $6,531-40.6% |
| Admin fee / account holder | $11,427 | $12,327-7.3% | $11,730-2.6% | $14,480-21.1% |