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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 | $40,605 | $102,595-60.4% | $94,057-56.8% | $154,746-73.8% |
| Participation rate | 54.5% | 76.0%-21.4pp | 73.3%-18.8pp | 80.7%-26.2pp |
| Annual return | 11.32% | 583.42%-572.1pp | 480.62%-469.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $933 | $3,147-70.4% | $2,933-68.2% | $4,379-78.7% |
| Participant deferral / active EE | $2,500 | $5,118-51.2% | $4,709-46.9% | $6,730-62.9% |
| Admin fee / account holder | $3,896 | $7,736-49.6% | $7,244-46.2% | $14,365-72.9% |