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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 | $42,413 | $77,908-45.6% | $149,696-71.7% | $75,173-43.6% |
| Participation rate | 25.9% | 65.6%-39.7pp | 78.8%-52.9pp | 67.2%-41.3pp |
| Annual return | 20.49% | 31.73%-11.2pp | 134.46%-114.0pp | 160.72%-140.2pp |
| Employer contribution / active EE | $1,800 | $3,138-42.6% | $4,821-62.7% | $2,671-32.6% |
| Participant deferral / active EE | $2,385 | $3,411-30.1% | $5,682-58.0% | $4,126-42.2% |
| Admin fee / account holder | $307 | $5,950-94.8% | $13,212-97.7% | $5,651-94.6% |