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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 | $39,950 | $107,363-62.8% | $92,909-57.0% | $152,897-73.9% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.5%-24.1pp |
| Annual return | 19.60% | 145.63%-126.0pp | 109.44%-89.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $1,191 | $4,222-71.8% | $3,653-67.4% | $4,764-75.0% |
| Participant deferral / active EE | $1,855 | $4,848-61.7% | $4,238-56.2% | $5,851-68.3% |
| Admin fee / account holder | $5,017 | $7,082-29.1% | $5,795-13.4% | $11,599-56.7% |