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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 | $24,566 | $64,324-61.8% | $118,946-79.3% | $79,852-69.2% |
| Participation rate | 61.5% | 64.9%-3.3pp | 75.4%-13.9pp | 69.6%-8.1pp |
| Annual return | 29.13% | 86.45%-57.3pp | 35.89%-6.8pp | 31.72%-2.6pp |
| Employer contribution / active EE | $1,001 | $1,836-45.5% | $3,263-69.3% | $2,471-59.5% |
| Participant deferral / active EE | $1,368 | $2,824-51.5% | $4,266-67.9% | $3,740-63.4% |
| Admin fee / account holder | $643 | $4,040-84.1% | $6,581-90.2% | $5,306-87.9% |