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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 | $29,744 | $82,630-64.0% | $64,105-53.6% | $125,389-76.3% |
| Participation rate | 60.9% | 75.9%-15.0pp | 68.2%-7.3pp | 83.2%-22.3pp |
| Annual return | 1.28% | 1489.72%-1488.4pp | 791.24%-790.0pp | 282.24%-281.0pp |
| Employer contribution / active EE | $817 | $2,671-69.4% | $1,820-55.1% | $4,866-83.2% |
| Participant deferral / active EE | $4,112 | $3,608+14.0% | $2,822+45.7% | $5,352-23.2% |
| Admin fee / account holder | $408 | $6,382-93.6% | $4,499-90.9% | $9,541-95.7% |