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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 | $45,051 | $106,008-57.5% | $92,240-51.2% | $147,586-69.5% |
| Participation rate | 60.9% | 80.4%-19.5pp | 76.5%-15.6pp | 82.8%-22.0pp |
| Annual return | 13.76% | 50.05%-36.3pp | 176.29%-162.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $875 | $4,333-79.8% | $3,680-76.2% | $4,876-82.1% |
| Participant deferral / active EE | $3,291 | $4,478-26.5% | $3,897-15.6% | $5,439-39.5% |
| Admin fee / account holder | $331 | $6,333-94.8% | $5,194-93.6% | $10,886-97.0% |