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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 | $37,316 | $232,540-84.0% | $185,117-79.8% | $147,586-74.7% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 7.76% | 43.03%-35.3pp | 40.50%-32.7pp | 578.59%-570.8pp |
| Employer contribution / active EE | $1,967 | $5,195-62.1% | $4,182-52.9% | $4,876-59.7% |
| Participant deferral / active EE | $3,427 | $5,834-41.3% | $5,045-32.1% | $5,439-37.0% |
| Admin fee / account holder | $3,331 | $10,275-67.6% | $8,159-59.2% | $10,886-69.4% |