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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 | $58,223 | $48,327+20.5% | $67,575-13.8% | $80,935-28.1% |
| Participation rate | 30.6% | 66.4%-35.9pp | 72.9%-42.4pp | 67.7%-37.1pp |
| Annual return | 13.12% | 18.31%-5.2pp | 3528.98%-3515.9pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,796 | $2,022-11.2% | $2,736-34.4% | $2,757-34.9% |
| Participant deferral / active EE | $1,286 | $2,927-56.1% | $4,003-67.9% | $4,299-70.1% |
| Admin fee / account holder | $1,526 | $3,692-58.7% | $3,993-61.8% | $6,924-78.0% |