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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 | $58,258-33.2% | $81,820-52.4% | $80,925-51.9% |
| Participation rate | 62.5% | 63.5%-1.0pp | 72.4%-9.9pp | 67.7%-5.2pp |
| Annual return | 17.79% | 41.76%-24.0pp | 777.93%-760.1pp | 35.65%-17.9pp |
| Employer contribution / active EE | $1,250 | $2,345-46.7% | $2,915-57.1% | $2,756-54.6% |
| Participant deferral / active EE | $1,930 | $3,284-41.2% | $4,323-55.4% | $4,299-55.1% |
| Admin fee / account holder | $1,697 | $4,976-65.9% | $7,391-77.0% | $6,940-75.5% |