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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 | $27,973 | $55,470-49.6% | $155,556-82.0% | $74,478-62.4% |
| Participation rate | 59.8% | 61.9%-2.1pp | 78.2%-18.4pp | 67.2%-7.4pp |
| Annual return | 25.35% | 269.80%-244.5pp | 64.84%-39.5pp | 1370.56%-1345.2pp |
| Employer contribution / active EE | $1,912 | $2,267-15.7% | $4,675-59.1% | $2,626-27.2% |
| Participant deferral / active EE | $4,768 | $2,838+68.0% | $5,631-15.3% | $4,350+9.6% |
| Admin fee / account holder | $1,363 | $1,744-21.8% | $15,885-91.4% | $1,946-29.9% |