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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 | $30,280 | $77,638-61.0% | $156,551-80.7% | $62,881-51.8% |
| Participation rate | 61.5% | 71.2%-9.7pp | 84.0%-22.5pp | 69.3%-7.8pp |
| Annual return | 16.88% | 50.33%-33.4pp | 32.23%-15.4pp | 20.14%-3.3pp |
| Employer contribution / active EE | $1,348 | $3,444-60.8% | $5,501-75.5% | $2,281-40.9% |
| Participant deferral / active EE | $1,864 | $3,046-38.8% | $4,871-61.7% | $3,203-41.8% |
| Admin fee / account holder | $10,026 | $5,561+80.3% | $13,028-23.0% | $4,296+133.4% |