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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 | $28,468 | $89,259-68.1% | $107,187-73.4% | $82,637-65.6% |
| Participation rate | 42.5% | 67.9%-25.4pp | 75.0%-32.5pp | 68.1%-25.6pp |
| Annual return | 18.66% | 21.02%-2.4pp | 204.55%-185.9pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,446 | $3,080-53.0% | $3,782-61.8% | $2,552-43.3% |
| Participant deferral / active EE | $2,680 | $4,037-33.6% | $5,096-47.4% | $4,126-35.0% |
| Admin fee / account holder | $3,491 | $7,381-52.7% | $9,162-61.9% | $7,339-52.4% |