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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 | $32,455 | $85,766-62.2% | $136,297-76.2% | $70,124-53.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 81.9%-19.4pp | 69.5%-7.0pp |
| Annual return | 21.55% | 31.45%-9.9pp | 5156.19%-5134.6pp | 73.14%-51.6pp |
| Employer contribution / active EE | $2,399 | $2,966-19.1% | $4,696-48.9% | $2,342+2.4% |
| Participant deferral / active EE | $3,294 | $5,051-34.8% | $6,247-47.3% | $3,332-1.1% |
| Admin fee / account holder | $2,547 | $5,420-53.0% | $9,244-72.4% | $4,645-45.2% |