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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 | $36,647 | $45,152-18.8% | $73,836-50.4% | $59,633-38.5% |
| Participation rate | 62.9% | 64.0%-1.2pp | 73.4%-10.6pp | 68.7%-5.8pp |
| Annual return | 2.74% | 27.40%-24.7pp | 2268.06%-2265.3pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $1,163 | $1,901-38.8% | $2,787-58.3% | $2,203-47.2% |
| Participant deferral / active EE | $1,376 | $2,573-46.5% | $3,583-61.6% | $3,192-56.9% |
| Admin fee / account holder | $1,007 | $3,515-71.3% | $4,882-79.4% | $4,297-76.6% |