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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 | $31,887 | $55,446-42.5% | $155,574-79.5% | $74,429-57.2% |
| Participation rate | 60.3% | 61.9%-1.6pp | 78.2%-17.9pp | 67.2%-6.9pp |
| Annual return | 12.39% | 269.20%-256.8pp | 64.87%-52.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $553 | $2,266-75.6% | $4,676-88.2% | $2,625-78.9% |
| Participant deferral / active EE | $1,874 | $2,836-33.9% | $5,629-66.7% | $4,348-56.9% |
| Admin fee / account holder | $1,710 | $1,743-1.9% | $15,914-89.3% | $1,944-12.1% |