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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 | $40,400 | $103,038-60.8% | $90,324-55.3% | $152,909-73.6% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 17.63% | 95.25%-77.6pp | 78.15%-60.5pp | 345.46%-327.8pp |
| Employer contribution / active EE | $1,194 | $3,141-62.0% | $2,856-58.2% | $4,764-74.9% |
| Participant deferral / active EE | $2,381 | $4,282-44.4% | $3,885-38.7% | $5,851-59.3% |
| Admin fee / account holder | $1,365 | $6,177-77.9% | $5,356-74.5% | $11,601-88.2% |