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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 | $31,642 | $72,071-56.1% | $68,368-53.7% | $137,256-76.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 28.49% | 353.14%-324.7pp | 292.57%-264.1pp | 220.34%-191.8pp |
| Employer contribution / active EE | $3,145 | $2,788+12.8% | $2,649+18.7% | $4,156-24.3% |
| Participant deferral / active EE | $5,698 | $4,410+29.2% | $4,123+38.2% | $6,407-11.1% |
| Admin fee / account holder | $1,886 | $5,336-64.7% | $5,150-63.4% | $12,270-84.6% |