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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 | $37,137 | $48,570-23.5% | $130,660-71.6% | $72,976-49.1% |
| Participation rate | 53.6% | 58.6%-5.0pp | 71.7%-18.2pp | 69.5%-15.9pp |
| Annual return | 21.85% | 38.63%-16.8pp | 1709.29%-1687.4pp | 81.02%-59.2pp |
| Employer contribution / active EE | $1,152 | $1,334-13.6% | $4,092-71.8% | $2,440-52.8% |
| Participant deferral / active EE | $2,379 | $2,384-0.2% | $3,603-34.0% | $3,608-34.1% |
| Admin fee / account holder | $1,119 | $3,549-68.5% | $5,463-79.5% | $5,124-78.2% |