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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 | $40,755 | $69,252-41.1% | $64,099-36.4% | $139,456-70.8% |
| Participation rate | 37.5% | 75.6%-38.1pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 22.21% | 45.89%-23.7pp | 33.70%-11.5pp | 373.45%-351.2pp |
| Employer contribution / active EE | $1,054 | $3,184-66.9% | $2,748-61.7% | $4,753-77.8% |
| Participant deferral / active EE | $5,617 | $4,683+19.9% | $3,881+44.7% | $6,711-16.3% |
| Admin fee / account holder | $589 | $4,248-86.1% | $3,070-80.8% | $11,407-94.8% |