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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 | $31,633 | $80,753-60.8% | $136,298-76.8% | $62,293-49.2% |
| Participation rate | 64.5% | 73.5%-9.1pp | 81.9%-17.4pp | 69.5%-5.0pp |
| Annual return | 20.67% | 35.83%-15.2pp | 5156.27%-5135.6pp | 28.90%-8.2pp |
| Employer contribution / active EE | $2,964 | $2,884+2.8% | $4,696-36.9% | $2,042+45.1% |
| Participant deferral / active EE | $5,677 | $5,164+9.9% | $6,247-9.1% | $3,169+79.1% |
| Admin fee / account holder | $7,134 | $525+1257.8% | $9,244-22.8% | $479+1388.3% |