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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 | $39,275 | $168,635-76.7% | $147,617-73.4% | $125,389-68.7% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | 1.42% | 77.65%-76.2pp | 61.98%-60.6pp | 282.24%-280.8pp |
| Employer contribution / active EE | $3,171 | $6,252-49.3% | $5,564-43.0% | $4,866-34.8% |
| Participant deferral / active EE | $7,686 | $5,507+39.6% | $4,895+57.0% | $5,352+43.6% |
| Admin fee / account holder | $4,229 | $13,580-68.9% | $11,612-63.6% | $9,541-55.7% |