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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 | $30,730 | $48,432-36.6% | $121,204-74.6% | $71,511-57.0% |
| Participation rate | 45.5% | 54.3%-8.9pp | 69.5%-24.1pp | 67.9%-22.5pp |
| Annual return | 23.18% | 23.28%-0.1pp | 987.18%-964.0pp | 28.86%-5.7pp |
| Employer contribution / active EE | $1,277 | $1,493-14.5% | $4,170-69.4% | $2,589-50.7% |
| Participant deferral / active EE | $2,182 | $2,756-20.8% | $4,083-46.6% | $4,291-49.1% |
| Admin fee / account holder | $625 | $1,845-66.1% | $5,651-88.9% | $1,588-60.7% |