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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 | $30,642 | $132,634-76.9% | $115,768-73.5% | $137,256-77.7% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.4%-28.9pp | 80.0%-34.5pp |
| Annual return | 17.56% | 160.70%-143.1pp | 100.46%-82.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,488 | $3,360-55.7% | $2,940-49.4% | $4,156-64.2% |
| Participant deferral / active EE | $1,885 | $5,619-66.4% | $4,917-61.7% | $6,407-70.6% |
| Admin fee / account holder | $3,157 | $15,028-79.0% | $12,439-74.6% | $12,270-74.3% |