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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 | $33,647 | $55,446-39.3% | $155,574-78.4% | $74,429-54.8% |
| Participation rate | 59.4% | 61.9%-2.5pp | 78.2%-18.8pp | 67.2%-7.8pp |
| Annual return | 22.83% | 269.20%-246.4pp | 64.87%-42.0pp | 1368.38%-1345.6pp |
| Employer contribution / active EE | $880 | $2,266-61.2% | $4,676-81.2% | $2,625-66.5% |
| Participant deferral / active EE | $2,044 | $2,836-27.9% | $5,629-63.7% | $4,348-53.0% |
| Admin fee / account holder | $2,109 | $1,743+21.0% | $15,914-86.7% | $1,944+8.5% |