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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 | $29,362 | $102,422-71.3% | $147,117-80.0% | $80,959-63.7% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.7%-13.8pp |
| Annual return | 13.99% | 135.16%-121.2pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,467 | $3,717-60.5% | $4,932-70.3% | $2,757-46.8% |
| Participant deferral / active EE | $3,509 | $6,652-47.2% | $8,065-56.5% | $4,300-18.4% |
| Admin fee / account holder | $1,493 | $7,953-81.2% | $12,993-88.5% | $6,925-78.4% |