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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 | $33,140 | $56,116-40.9% | $135,768-75.6% | $86,983-61.9% |
| Participation rate | 57.1% | 60.1%-3.0pp | 71.1%-13.9pp | 69.5%-12.4pp |
| Annual return | 14.41% | 125.33%-110.9pp | 526.10%-511.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,359 | $1,528-11.0% | $3,394-60.0% | $2,584-47.4% |
| Participant deferral / active EE | $2,553 | $2,690-5.1% | $3,977-35.8% | $4,194-39.1% |
| Admin fee / account holder | $4,149 | $4,314-3.8% | $7,048-41.1% | $7,856-47.2% |