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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 | $30,754 | $60,139-48.9% | $90,461-66.0% | $79,856-61.5% |
| Participation rate | 57.1% | 65.0%-7.8pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 11.65% | 71.96%-60.3pp | 1294.76%-1283.1pp | 31.71%-20.1pp |
| Employer contribution / active EE | $274 | $2,069-86.7% | $3,264-91.6% | $2,471-88.9% |
| Participant deferral / active EE | $992 | $2,939-66.2% | $3,964-75.0% | $3,741-73.5% |
| Admin fee / account holder | $2,338 | $3,978-41.2% | $5,617-58.4% | $5,306-55.9% |