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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 | $28,790 | $103,038-72.1% | $90,324-68.1% | $152,909-81.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 27.90% | 95.25%-67.4pp | 78.15%-50.3pp | 345.46%-317.6pp |
| Employer contribution / active EE | $2,559 | $3,141-18.5% | $2,856-10.4% | $4,764-46.3% |
| Participant deferral / active EE | $2,843 | $4,282-33.6% | $3,885-26.8% | $5,851-51.4% |
| Admin fee / account holder | $801 | $6,177-87.0% | $5,356-85.0% | $11,601-93.1% |