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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 | $31,911 | $100,073-68.1% | $85,126-62.5% | $145,877-78.1% |
| Participation rate | 26.7% | 74.1%-47.4pp | 67.5%-40.9pp | 80.3%-53.6pp |
| Annual return | 11.33% | 84.11%-72.8pp | 66.63%-55.3pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,005 | $3,236-69.0% | $2,731-63.2% | $4,663-78.5% |
| Participant deferral / active EE | $2,221 | $5,294-58.0% | $4,523-50.9% | $6,691-66.8% |
| Admin fee / account holder | $3,902 | $7,261-46.3% | $6,160-36.7% | $13,402-70.9% |