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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 | $29,971 | $111,785-73.2% | $93,669-68.0% | $145,877-79.5% |
| Participation rate | 47.8% | 74.2%-26.4pp | 68.7%-20.9pp | 80.3%-32.5pp |
| Annual return | 12.75% | 203.79%-191.0pp | 133.59%-120.8pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,214 | $3,096-60.8% | $2,424-49.9% | $4,663-74.0% |
| Participant deferral / active EE | $3,456 | $4,919-29.7% | $4,416-21.7% | $6,691-48.3% |
| Admin fee / account holder | $3,983 | $10,256-61.2% | $8,291-52.0% | $13,402-70.3% |