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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 | $40,796 | $232,540-82.5% | $185,117-78.0% | $147,586-72.4% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 17.43% | 43.03%-25.6pp | 40.50%-23.1pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,157 | $5,195-77.7% | $4,182-72.3% | $4,876-76.3% |
| Participant deferral / active EE | $2,211 | $5,834-62.1% | $5,045-56.2% | $5,439-59.4% |
| Admin fee / account holder | $2,791 | $10,275-72.8% | $8,159-65.8% | $10,886-74.4% |