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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 | $58,258-27.0% | $81,820-48.0% | $80,925-47.4% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 28.60% | 41.76%-13.2pp | 777.93%-749.3pp | 35.65%-7.0pp |
| Employer contribution / active EE | $1,019 | $2,345-56.5% | $2,915-65.0% | $2,756-63.0% |
| Participant deferral / active EE | $1,355 | $3,284-58.7% | $4,323-68.7% | $4,299-68.5% |
| Admin fee / account holder | $2,329 | $4,976-53.2% | $7,391-68.5% | $6,940-66.4% |