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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 | $34,073 | $96,678-64.8% | $86,640-60.7% | $139,466-75.6% |
| Participation rate | 68.8% | 74.4%-5.7pp | 71.7%-3.0pp | 80.3%-11.6pp |
| Annual return | 20.18% | 106.69%-86.5pp | 592.52%-572.3pp | 373.66%-353.5pp |
| Employer contribution / active EE | $1,219 | $3,265-62.7% | $3,024-59.7% | $4,754-74.4% |
| Participant deferral / active EE | $2,053 | $4,837-57.5% | $4,438-53.7% | $6,712-69.4% |
| Admin fee / account holder | $1,191 | $6,410-81.4% | $5,616-78.8% | $11,409-89.6% |