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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 | $29,221 | $95,406-69.4% | $185,849-84.3% | $85,847-66.0% |
| Participation rate | 63.2% | 68.8%-5.6pp | 81.7%-18.6pp | 69.3%-6.2pp |
| Annual return | 15.54% | 23.59%-8.0pp | 122.10%-106.6pp | 318.61%-303.1pp |
| Employer contribution / active EE | $1,480 | $3,314-55.3% | $5,169-71.4% | $2,565-42.3% |
| Participant deferral / active EE | $2,758 | $3,424-19.4% | $5,569-50.5% | $3,952-30.2% |
| Admin fee / account holder | $7,388 | $7,214+2.4% | $16,244-54.5% | $6,261+18.0% |