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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 | $58,311-50.1% | $81,882-64.5% | $80,959-64.1% |
| Participation rate | 57.7% | 63.5%-5.8pp | 72.4%-14.7pp | 67.7%-10.0pp |
| Annual return | 23.43% | 41.85%-18.4pp | 779.47%-756.0pp | 35.67%-12.2pp |
| Employer contribution / active EE | $1,111 | $2,347-52.7% | $2,916-61.9% | $2,757-59.7% |
| Participant deferral / active EE | $1,305 | $3,287-60.3% | $4,323-69.8% | $4,300-69.7% |
| Admin fee / account holder | $2,362 | $4,752-50.3% | $7,360-67.9% | $6,925-65.9% |