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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 | $29,483 | $63,346-53.5% | $92,240-68.0% | $70,126-58.0% |
| Participation rate | 68.0% | 68.7%-0.7pp | 76.5%-8.5pp | 69.5%-1.5pp |
| Annual return | 15.59% | 530.19%-514.6pp | 176.29%-160.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,202 | $2,471-51.4% | $3,680-67.3% | $2,343-48.7% |
| Participant deferral / active EE | $2,709 | $2,854-5.1% | $3,897-30.5% | $3,332-18.7% |
| Admin fee / account holder | $2,507 | $3,841-34.7% | $5,194-51.7% | $4,645-46.0% |