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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 | $56,610 | $69,252-18.3% | $64,099-11.7% | $139,456-59.4% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 19.02% | 45.89%-26.9pp | 33.70%-14.7pp | 373.45%-354.4pp |
| Employer contribution / active EE | $1,096 | $3,184-65.6% | $2,748-60.1% | $4,753-76.9% |
| Participant deferral / active EE | $1,096 | $4,683-76.6% | $3,881-71.8% | $6,711-83.7% |
| Admin fee / account holder | $407 | $4,248-90.4% | $3,070-86.7% | $11,407-96.4% |