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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 | $35,705 | $85,766-58.4% | $136,298-73.8% | $70,126-49.1% |
| Participation rate | 63.0% | 74.2%-11.2pp | 81.9%-19.0pp | 69.5%-6.6pp |
| Annual return | 18.42% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $562 | $2,966-81.1% | $4,696-88.0% | $2,343-76.0% |
| Participant deferral / active EE | $2,179 | $5,051-56.9% | $6,247-65.1% | $3,332-34.6% |
| Admin fee / account holder | $2,182 | $5,421-59.7% | $9,244-76.4% | $4,645-53.0% |