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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 | $29,133 | $93,346-68.8% | $71,796-59.4% | $273,972-89.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 55.27% | 130.39%-75.1pp | 78.04%-22.8pp | 41.46%+13.8pp |
| Employer contribution / active EE | $1,396 | $2,733-48.9% | $1,924-27.4% | $4,869-71.3% |
| Participant deferral / active EE | $4,091 | $3,475+17.7% | $2,794+46.4% | $5,287-22.6% |
| Admin fee / account holder | $1,013 | $6,571-84.6% | $4,815-79.0% | $10,133-90.0% |