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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 | $27,405 | $93,589-70.7% | $135,942-79.8% | $75,181-63.5% |
| Participation rate | 32.0% | 75.2%-43.2pp | 81.9%-49.9pp | 67.2%-35.2pp |
| Annual return | 93.99% | 30.90%+63.1pp | 68.28%+25.7pp | 160.69%-66.7pp |
| Employer contribution / active EE | $1,361 | $3,537-61.5% | $4,858-72.0% | $2,671-49.0% |
| Participant deferral / active EE | $3,834 | $6,405-40.1% | $7,759-50.6% | $4,126-7.1% |
| Admin fee / account holder | $2,779 | $6,977-60.2% | $10,764-74.2% | $5,650-50.8% |