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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 | $42,778 | $226,090-81.1% | $182,531-76.6% | $152,885-72.0% |
| Participation rate | 61.1% | 82.5%-21.3pp | 78.0%-16.9pp | 82.5%-21.3pp |
| Annual return | 13.22% | 192.57%-179.3pp | 148.57%-135.3pp | 345.39%-332.2pp |
| Employer contribution / active EE | $1,831 | $4,978-63.2% | $4,075-55.1% | $4,763-61.6% |
| Participant deferral / active EE | $3,056 | $6,369-52.0% | $5,525-44.7% | $5,851-47.8% |
| Admin fee / account holder | $6,688 | $10,705-37.5% | $8,593-22.2% | $11,598-42.3% |