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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 | $32,013 | $63,342-49.5% | $92,236-65.3% | $70,131-54.4% |
| Participation rate | 58.8% | 68.7%-9.8pp | 76.5%-17.7pp | 69.5%-10.7pp |
| Annual return | 19.76% | 530.15%-510.4pp | 176.29%-156.5pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,293 | $2,471-47.7% | $3,679-64.9% | $2,342-44.8% |
| Participant deferral / active EE | $1,766 | $2,854-38.1% | $3,897-54.7% | $3,332-47.0% |
| Admin fee / account holder | $375 | $3,840-90.2% | $5,194-92.8% | $4,645-91.9% |