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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 | $29,723 | $102,429-71.0% | $147,096-79.8% | $80,925-63.3% |
| Participation rate | 65.8% | 75.9%-10.1pp | 82.2%-16.4pp | 67.7%-1.9pp |
| Annual return | 14.18% | 135.02%-120.8pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $3,185 | $3,716-14.3% | $4,936-35.5% | $2,756+15.5% |
| Participant deferral / active EE | $5,932 | $6,649-10.8% | $8,071-26.5% | $4,299+38.0% |
| Admin fee / account holder | $11,063 | $7,957+39.0% | $13,005-14.9% | $6,940+59.4% |