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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 | $44,475 | $208,088-78.6% | $186,193-76.1% | $154,746-71.3% |
| Participation rate | 53.3% | 80.0%-26.7pp | 77.1%-23.8pp | 80.7%-27.4pp |
| Annual return | 14.14% | 89.97%-75.8pp | 78.03%-63.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,139 | $4,340-73.8% | $3,918-70.9% | $4,379-74.0% |
| Participant deferral / active EE | $4,976 | $7,078-29.7% | $6,513-23.6% | $6,730-26.1% |
| Admin fee / account holder | $898 | $11,698-92.3% | $11,058-91.9% | $14,365-93.8% |