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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 | $29,630 | $88,672-66.6% | $105,223-71.8% | $82,448-64.1% |
| Participation rate | 62.3% | 67.9%-5.6pp | 75.0%-12.7pp | 68.1%-5.7pp |
| Annual return | 16.09% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,373 | $3,048-55.0% | $3,689-62.8% | $2,551-46.2% |
| Participant deferral / active EE | $2,424 | $4,036-39.9% | $5,072-52.2% | $4,139-41.4% |
| Admin fee / account holder | $2,386 | $7,146-66.6% | $8,859-73.1% | $7,234-67.0% |