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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 | $31,732 | $98,766-67.9% | $149,730-78.8% | $79,852-60.3% |
| Participation rate | 27.3% | 75.8%-48.5pp | 82.5%-55.2pp | 69.6%-42.4pp |
| Annual return | 24.53% | 27.43%-2.9pp | 276.70%-252.2pp | 31.72%-7.2pp |
| Employer contribution / active EE | $1,102 | $3,217-65.8% | $4,645-76.3% | $2,471-55.4% |
| Participant deferral / active EE | $4,553 | $5,681-19.9% | $6,843-33.5% | $3,740+21.7% |
| Admin fee / account holder | $2,978 | $6,052-50.8% | $9,310-68.0% | $5,306-43.9% |