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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 | $157,829-74.3% | $136,867-70.3% | $198,609-79.6% |
| Participation rate | 54.5% | 77.2%-22.6pp | 74.5%-20.0pp | 82.4%-27.8pp |
| Annual return | 11.32% | 51.25%-39.9pp | 42.97%-31.7pp | 202.70%-191.4pp |
| Employer contribution / active EE | $933 | $3,923-76.2% | $3,547-73.7% | $5,055-81.6% |
| Participant deferral / active EE | $2,500 | $5,463-54.2% | $4,924-49.2% | $6,977-64.2% |
| Admin fee / account holder | $3,896 | $11,107-64.9% | $10,340-62.3% | $19,030-79.5% |