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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 | $39,810 | $166,268-76.1% | $165,100-75.9% | $145,897-72.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 11.30% | 100.52%-89.2pp | 70.21%-58.9pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,515 | $5,284-52.4% | $4,348-42.2% | $4,663-46.1% |
| Participant deferral / active EE | $5,333 | $6,964-23.4% | $6,035-11.6% | $6,689-20.3% |
| Admin fee / account holder | $2,929 | $16,659-82.4% | $12,696-76.9% | $13,390-78.1% |