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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 | $42,552 | $58,311-27.0% | $81,882-48.0% | $80,959-47.4% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 28.60% | 41.85%-13.2pp | 779.47%-750.9pp | 35.67%-7.1pp |
| Employer contribution / active EE | $1,019 | $2,347-56.6% | $2,916-65.0% | $2,757-63.0% |
| Participant deferral / active EE | $1,355 | $3,287-58.8% | $4,323-68.7% | $4,300-68.5% |
| Admin fee / account holder | $2,329 | $4,752-51.0% | $7,360-68.4% | $6,925-66.4% |