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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 | $28,036 | $85,171-67.1% | $172,753-83.8% | $72,976-61.6% |
| Participation rate | 65.1% | 70.1%-5.0pp | 82.6%-17.6pp | 69.5%-4.4pp |
| Annual return | 20.88% | 27.32%-6.4pp | 803.00%-782.1pp | 81.02%-60.1pp |
| Employer contribution / active EE | $823 | $3,324-75.2% | $5,144-84.0% | $2,440-66.3% |
| Participant deferral / active EE | $1,510 | $3,260-53.7% | $5,198-70.9% | $3,608-58.1% |
| Admin fee / account holder | $4,230 | $5,880-28.1% | $13,956-69.7% | $5,124-17.4% |