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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 | $31,730 | $81,643-61.1% | $70,462-55.0% | $158,950-80.0% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 9.07% | 208.51%-199.4pp | 109.08%-100.0pp | 302.91%-293.8pp |
| Employer contribution / active EE | $1,174 | $3,218-63.5% | $2,737-57.1% | $4,762-75.3% |
| Participant deferral / active EE | $3,144 | $4,555-31.0% | $3,710-15.3% | $5,983-47.5% |
| Admin fee / account holder | $384 | $6,194-93.8% | $3,845-90.0% | $11,248-96.6% |