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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 | $31,368 | $127,296-75.4% | $109,907-71.5% | $167,536-81.3% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.2%-17.1pp | 82.1%-25.0pp |
| Annual return | 18.27% | 22.97%-4.7pp | 29.46%-11.2pp | 478.82%-460.5pp |
| Employer contribution / active EE | $1,215 | $3,325-63.5% | $2,844-57.3% | $4,839-74.9% |
| Participant deferral / active EE | $1,588 | $4,513-64.8% | $4,047-60.8% | $6,342-75.0% |
| Admin fee / account holder | $450 | $7,119-93.7% | $6,069-92.6% | $12,315-96.3% |