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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 | $29,017 | $77,908-62.8% | $149,696-80.6% | $75,173-61.4% |
| Participation rate | 56.1% | 65.6%-9.5pp | 78.8%-22.7pp | 67.2%-11.1pp |
| Annual return | 15.44% | 31.73%-16.3pp | 134.46%-119.0pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,688 | $3,138-46.2% | $4,821-65.0% | $2,671-36.8% |
| Participant deferral / active EE | $2,753 | $3,411-19.3% | $5,682-51.5% | $4,126-33.3% |
| Admin fee / account holder | $999 | $5,950-83.2% | $13,212-92.4% | $5,651-82.3% |