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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 | $96,643-64.7% | $86,617-60.7% | $139,456-75.6% |
| Participation rate | 68.8% | 74.4%-5.7pp | 71.7%-3.0pp | 80.3%-11.6pp |
| Annual return | 20.18% | 106.57%-86.4pp | 591.91%-571.7pp | 373.45%-353.3pp |
| Employer contribution / active EE | $1,219 | $3,264-62.7% | $3,023-59.7% | $4,753-74.4% |
| Participant deferral / active EE | $2,053 | $4,835-57.5% | $4,437-53.7% | $6,711-69.4% |
| Admin fee / account holder | $1,191 | $6,406-81.4% | $5,613-78.8% | $11,407-89.6% |