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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 | $29,069 | $58,258-50.1% | $81,820-64.5% | $80,925-64.1% |
| Participation rate | 57.7% | 63.5%-5.8pp | 72.4%-14.7pp | 67.7%-10.0pp |
| Annual return | 23.43% | 41.76%-18.3pp | 777.93%-754.5pp | 35.65%-12.2pp |
| Employer contribution / active EE | $1,111 | $2,345-52.6% | $2,915-61.9% | $2,756-59.7% |
| Participant deferral / active EE | $1,305 | $3,284-60.3% | $4,323-69.8% | $4,299-69.7% |
| Admin fee / account holder | $2,362 | $4,976-52.5% | $7,391-68.0% | $6,940-66.0% |