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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 | $30,081 | $90,617-66.8% | $79,476-62.2% | $135,382-77.8% |
| Participation rate | 61.5% | 76.1%-14.5pp | 73.3%-11.8pp | 82.6%-21.1pp |
| Annual return | 3.84% | 977.57%-973.7pp | 718.21%-714.4pp | 519.77%-515.9pp |
| Employer contribution / active EE | $1,792 | $3,068-41.6% | $2,800-36.0% | $4,779-62.5% |
| Participant deferral / active EE | $3,199 | $4,050-21.0% | $3,704-13.6% | $5,609-43.0% |
| Admin fee / account holder | $1,940 | $5,907-67.2% | $5,113-62.1% | $10,829-82.1% |