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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 | $27,303 | $54,717-50.1% | $86,216-68.3% | $71,511-61.8% |
| Participation rate | 37.8% | 60.1%-22.3pp | 69.0%-31.1pp | 67.9%-30.1pp |
| Annual return | 24.90% | 20.07%+4.8pp | 1169.42%-1144.5pp | 28.86%-4.0pp |
| Employer contribution / active EE | $1,010 | $1,267-20.3% | $2,382-57.6% | $2,589-61.0% |
| Participant deferral / active EE | $2,017 | $3,110-35.1% | $3,986-49.4% | $4,291-53.0% |
| Admin fee / account holder | $1,440 | $1,922-25.1% | $6,853-79.0% | $1,588-9.3% |