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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 | $30,410 | $154,193-80.3% | $130,045-76.6% | $139,466-78.2% |
| Participation rate | 29.2% | 82.0%-52.8pp | 78.5%-49.3pp | 80.3%-51.2pp |
| Annual return | 26.44% | 32.51%-6.1pp | -137.30%+163.7pp | 373.66%-347.2pp |
| Employer contribution / active EE | $1,196 | $5,292-77.4% | $4,321-72.3% | $4,754-74.8% |
| Participant deferral / active EE | $2,509 | $6,709-62.6% | $5,820-56.9% | $6,712-62.6% |
| Admin fee / account holder | $375 | $13,989-97.3% | $10,600-96.5% | $11,409-96.7% |