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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 | $27,739 | $48,327-42.6% | $67,575-59.0% | $80,935-65.7% |
| Participation rate | 69.4% | 66.4%+2.9pp | 72.9%-3.6pp | 67.7%+1.7pp |
| Annual return | 14.14% | 18.31%-4.2pp | 3528.98%-3514.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $730 | $2,022-63.9% | $2,736-73.3% | $2,757-73.5% |
| Participant deferral / active EE | $1,218 | $2,927-58.4% | $4,003-69.6% | $4,299-71.7% |
| Admin fee / account holder | $2,424 | $3,692-34.4% | $3,993-39.3% | $6,924-65.0% |