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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 | $29,440 | $65,440-55.0% | $98,506-70.1% | $85,851-65.7% |
| Participation rate | 57.6% | 65.0%-7.4pp | 73.3%-15.7pp | 69.3%-11.7pp |
| Annual return | 19.42% | 21.75%-2.3pp | 1494.92%-1475.5pp | 318.63%-299.2pp |
| Employer contribution / active EE | $2,232 | $2,169+2.9% | $2,961-24.6% | $2,565-13.0% |
| Participant deferral / active EE | $2,462 | $3,168-22.3% | $4,277-42.4% | $3,952-37.7% |
| Admin fee / account holder | $2,441 | $4,596-46.9% | $5,955-59.0% | $6,261-61.0% |