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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 | $30,970 | $88,672-65.1% | $105,223-70.6% | $82,448-62.4% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.7pp | 68.1%-2.7pp |
| Annual return | 20.07% | 30.86%-10.8pp | 180.65%-160.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,223 | $3,048-27.1% | $3,689-39.7% | $2,551-12.8% |
| Participant deferral / active EE | $3,212 | $4,036-20.4% | $5,072-36.7% | $4,139-22.4% |
| Admin fee / account holder | $841 | $7,146-88.2% | $8,859-90.5% | $7,234-88.4% |