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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 | $30,840 | $106,008-70.9% | $92,240-66.6% | $147,586-79.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 21.65% | 50.05%-28.4pp | 176.29%-154.6pp | 578.59%-556.9pp |
| Employer contribution / active EE | $1,835 | $4,333-57.7% | $3,680-50.1% | $4,876-62.4% |
| Participant deferral / active EE | $3,557 | $4,478-20.6% | $3,897-8.7% | $5,439-34.6% |
| Admin fee / account holder | $1,220 | $6,333-80.7% | $5,194-76.5% | $10,886-88.8% |