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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 | $34,376 | $100,139-65.7% | $85,187-59.6% | $145,884-76.4% |
| Participation rate | 52.4% | 74.1%-21.7pp | 67.5%-15.1pp | 80.3%-27.9pp |
| Annual return | 17.64% | 84.15%-66.5pp | 66.67%-49.0pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,434 | $3,238-55.7% | $2,732-47.5% | $4,662-69.2% |
| Participant deferral / active EE | $2,360 | $5,296-55.4% | $4,525-47.8% | $6,690-64.7% |
| Admin fee / account holder | $2,950 | $7,262-59.4% | $6,162-52.1% | $13,392-78.0% |