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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 | $38,984 | $91,198-57.3% | $178,503-78.2% | $79,856-51.2% |
| Participation rate | 59.3% | 69.2%-10.0pp | 81.9%-22.7pp | 69.6%-10.4pp |
| Annual return | 24.46% | 24.20%+0.3pp | 151.12%-126.7pp | 31.71%-7.2pp |
| Employer contribution / active EE | $1,200 | $3,257-63.2% | $5,011-76.1% | $2,471-51.5% |
| Participant deferral / active EE | $1,439 | $3,237-55.5% | $5,202-72.3% | $3,741-61.5% |
| Admin fee / account holder | $516 | $6,748-92.3% | $13,987-96.3% | $5,306-90.3% |