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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 | $34,202 | $109,411-68.7% | $89,435-61.8% | $158,982-78.5% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.0%-22.5pp | 82.0%-36.5pp |
| Annual return | 6.63% | 345.68%-339.0pp | 245.55%-238.9pp | 302.99%-296.4pp |
| Employer contribution / active EE | $1,125 | $3,173-64.5% | $2,587-56.5% | $4,763-76.4% |
| Participant deferral / active EE | $1,294 | $4,600-71.9% | $3,890-66.7% | $5,983-78.4% |
| Admin fee / account holder | $1,323 | $6,159-78.5% | $4,884-72.9% | $11,252-88.2% |