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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 | $37,083 | $102,595-63.9% | $94,057-60.6% | $154,746-76.0% |
| Participation rate | 57.9% | 76.0%-18.1pp | 73.3%-15.4pp | 80.7%-22.8pp |
| Annual return | 18.47% | 583.42%-564.9pp | 480.62%-462.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,692 | $3,147-46.2% | $2,933-42.3% | $4,379-61.4% |
| Participant deferral / active EE | $3,269 | $5,118-36.1% | $4,709-30.6% | $6,730-51.4% |
| Admin fee / account holder | $491 | $7,736-93.7% | $7,244-93.2% | $14,365-96.6% |