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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 | $30,082 | $88,672-66.1% | $105,223-71.4% | $82,448-63.5% |
| Participation rate | 43.2% | 67.9%-24.7pp | 75.0%-31.8pp | 68.1%-24.9pp |
| Annual return | 28.04% | 30.86%-2.8pp | 180.65%-152.6pp | 41.64%-13.6pp |
| Employer contribution / active EE | $1,245 | $3,048-59.2% | $3,689-66.2% | $2,551-51.2% |
| Participant deferral / active EE | $2,396 | $4,036-40.6% | $5,072-52.7% | $4,139-42.1% |
| Admin fee / account holder | $1,836 | $7,146-74.3% | $8,859-79.3% | $7,234-74.6% |