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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 | $30,533 | $89,367-65.8% | $141,191-78.4% | $72,975-58.2% |
| Participation rate | 58.5% | 75.1%-16.6pp | 82.5%-23.9pp | 69.5%-11.0pp |
| Annual return | 19.86% | 111.87%-92.0pp | 71.41%-51.5pp | 81.01%-61.2pp |
| Employer contribution / active EE | $2,153 | $3,115-30.9% | $4,736-54.5% | $2,440-11.8% |
| Participant deferral / active EE | $2,460 | $5,419-54.6% | $6,710-63.3% | $3,608-31.8% |
| Admin fee / account holder | $2,177 | $5,957-63.5% | $10,264-78.8% | $5,124-57.5% |