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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 | $78,354 | $115,796-32.3% | $101,264-22.6% | $158,950-50.7% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-32.9pp | 82.0%-39.1pp |
| Annual return | 18.27% | 56.15%-37.9pp | 46.48%-28.2pp | 302.91%-284.6pp |
| Employer contribution / active EE | $1,258 | $4,175-69.9% | $3,660-65.6% | $4,762-73.6% |
| Participant deferral / active EE | $4,750 | $4,958-4.2% | $4,370+8.7% | $5,983-20.6% |
| Admin fee / account holder | $764 | $7,247-89.5% | $5,947-87.2% | $11,248-93.2% |