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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 | $29,284 | $105,200-72.2% | $159,474-81.6% | $85,847-65.9% |
| Participation rate | 68.8% | 75.8%-6.9pp | 82.8%-14.0pp | 69.3%-0.5pp |
| Annual return | 16.52% | 45.08%-28.6pp | 263.68%-247.2pp | 318.61%-302.1pp |
| Employer contribution / active EE | $1,684 | $3,319-49.3% | $4,831-65.1% | $2,565-34.3% |
| Participant deferral / active EE | $3,003 | $5,946-49.5% | $7,353-59.2% | $3,952-24.0% |
| Admin fee / account holder | $461 | $6,934-93.4% | $10,802-95.7% | $6,261-92.6% |