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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 | $37,702 | $157,276-76.0% | $141,177-73.3% | $152,885-75.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 17.38% | 64.33%-47.0pp | 71.40%-54.0pp | 345.39%-328.0pp |
| Employer contribution / active EE | $1,860 | $5,262-64.6% | $4,736-60.7% | $4,763-60.9% |
| Participant deferral / active EE | $3,867 | $7,110-45.6% | $6,710-42.4% | $5,851-33.9% |
| Admin fee / account holder | $6,859 | $12,123-43.4% | $10,263-33.2% | $11,598-40.9% |