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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 | $29,152 | $90,504-67.8% | $78,690-63.0% | $273,965-89.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 3.37% | 75.61%-72.2pp | 62.18%-58.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,220 | $3,176-61.6% | $2,851-57.2% | $4,869-74.9% |
| Participant deferral / active EE | $1,220 | $3,901-68.7% | $3,517-65.3% | $5,287-76.9% |
| Admin fee / account holder | $21,398 | $5,263+306.5% | $4,511+374.4% | $10,132+111.2% |