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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 | $108,442 | $115,810-6.4% | $101,271+7.1% | $158,966-31.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 16.46% | 56.15%-39.7pp | 46.48%-30.0pp | 302.95%-286.5pp |
| Employer contribution / active EE | $1,079 | $4,175-74.2% | $3,660-70.5% | $4,762-77.3% |
| Participant deferral / active EE | $4,831 | $4,958-2.6% | $4,371+10.5% | $5,983-19.3% |
| Admin fee / account holder | $750 | $7,248-89.7% | $5,948-87.4% | $11,250-93.3% |