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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 | $38,938 | $58,234-33.1% | $81,783-52.4% | $80,874-51.9% |
| Participation rate | 62.5% | 63.4%-0.9pp | 72.4%-9.9pp | 67.6%-5.1pp |
| Annual return | 17.79% | 41.70%-23.9pp | 775.05%-757.3pp | 35.62%-17.8pp |
| Employer contribution / active EE | $1,250 | $2,341-46.6% | $2,913-57.1% | $2,756-54.6% |
| Participant deferral / active EE | $1,930 | $3,283-41.2% | $4,320-55.3% | $4,297-55.1% |
| Admin fee / account holder | $1,697 | $4,982-65.9% | $7,380-77.0% | $6,935-75.5% |