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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 | $29,836 | $166,131-82.0% | $164,975-81.9% | $145,877-79.5% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 11.99% | 100.37%-88.4pp | 70.12%-58.1pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,935 | $5,276-63.3% | $4,343-55.4% | $4,663-58.5% |
| Participant deferral / active EE | $2,211 | $6,962-68.2% | $6,033-63.4% | $6,691-67.0% |
| Admin fee / account holder | $2,811 | $16,648-83.1% | $12,688-77.8% | $13,402-79.0% |