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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 | $28,429 | $65,434-56.6% | $98,483-71.1% | $85,847-66.9% |
| Participation rate | 55.9% | 65.0%-9.1pp | 73.3%-17.5pp | 69.3%-13.4pp |
| Annual return | 23.65% | 21.75%+1.9pp | 1494.38%-1470.7pp | 318.61%-295.0pp |
| Employer contribution / active EE | $523 | $2,169-75.9% | $2,961-82.3% | $2,565-79.6% |
| Participant deferral / active EE | $2,332 | $3,168-26.4% | $4,276-45.5% | $3,952-41.0% |
| Admin fee / account holder | $7,176 | $4,595+56.2% | $5,953+20.6% | $6,261+14.6% |