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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 | $31,258 | $91,198-65.7% | $178,503-82.5% | $79,856-60.9% |
| Participation rate | 62.3% | 69.2%-6.9pp | 81.9%-19.6pp | 69.6%-7.3pp |
| Annual return | 13.78% | 24.20%-10.4pp | 151.12%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,055 | $3,257-67.6% | $5,011-78.9% | $2,471-57.3% |
| Participant deferral / active EE | $1,901 | $3,237-41.3% | $5,202-63.5% | $3,741-49.2% |
| Admin fee / account holder | $4,773 | $6,748-29.3% | $13,987-65.9% | $5,306-10.1% |