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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 | $31,391 | $85,171-63.1% | $172,752-81.8% | $72,975-57.0% |
| Participation rate | 39.3% | 70.1%-30.7pp | 82.6%-43.3pp | 69.5%-30.1pp |
| Annual return | 20.63% | 27.32%-6.7pp | 802.97%-782.3pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,397 | $3,324-58.0% | $5,144-72.8% | $2,440-42.7% |
| Participant deferral / active EE | $2,190 | $3,260-32.8% | $5,198-57.9% | $3,608-39.3% |
| Admin fee / account holder | $537 | $5,880-90.9% | $13,955-96.2% | $5,124-89.5% |