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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 | $30,059 | $100,911-70.2% | $90,440-66.8% | $158,966-81.1% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.2pp | 82.0%-20.4pp |
| Annual return | 12.38% | 1726.62%-1714.2pp | 1294.38%-1282.0pp | 302.95%-290.6pp |
| Employer contribution / active EE | $1,360 | $3,690-63.1% | $3,263-58.3% | $4,762-71.4% |
| Participant deferral / active EE | $1,663 | $4,348-61.7% | $3,964-58.0% | $5,983-72.2% |
| Admin fee / account holder | $1,493 | $6,507-77.1% | $5,615-73.4% | $11,250-86.7% |