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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 | $30,792 | $123,155-75.0% | $108,753-71.7% | $155,188-80.2% |
| Participation rate | 60.0% | 75.6%-15.6pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 33.23% | 44.73%-11.5pp | 37.47%-4.2pp | 148.84%-115.6pp |
| Employer contribution / active EE | $1,760 | $2,811-37.4% | $2,427-27.5% | $4,248-58.6% |
| Participant deferral / active EE | $4,084 | $4,623-11.7% | $4,115-0.7% | $6,531-37.5% |
| Admin fee / account holder | $1,455 | $12,126-88.0% | $10,320-85.9% | $14,480-89.9% |