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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 | $30,652 | $108,882-71.8% | $96,754-68.3% | $154,746-80.2% |
| Participation rate | 57.1% | 75.1%-17.9pp | 70.3%-13.1pp | 80.7%-23.6pp |
| Annual return | 11.63% | 98.39%-86.8pp | 82.04%-70.4pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,990 | $3,018-34.1% | $2,679-25.7% | $4,379-54.5% |
| Participant deferral / active EE | $4,037 | $5,323-24.2% | $4,758-15.2% | $6,730-40.0% |
| Admin fee / account holder | $30,432 | $10,200+198.3% | $8,905+241.8% | $14,365+111.8% |