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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 | $42,313 | $209,425-79.8% | $178,499-76.3% | $158,966-73.4% |
| Participation rate | 16.7% | 86.4%-69.7pp | 81.9%-65.3pp | 82.0%-65.3pp |
| Annual return | 10.80% | 188.80%-178.0pp | 151.10%-140.3pp | 302.95%-292.1pp |
| Employer contribution / active EE | $2,547 | $5,707-55.4% | $5,011-49.2% | $4,762-46.5% |
| Participant deferral / active EE | $3,292 | $5,955-44.7% | $5,202-36.7% | $5,983-45.0% |
| Admin fee / account holder | $716 | $17,078-95.8% | $13,986-94.9% | $11,250-93.6% |