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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 | $31,392 | $76,368-58.9% | $67,681-53.6% | $154,746-79.7% |
| Participation rate | 42.9% | 79.0%-36.1pp | 73.7%-30.9pp | 80.7%-37.8pp |
| Annual return | 17.83% | 1066.77%-1048.9pp | 590.58%-572.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,198 | $3,151-62.0% | $2,678-55.3% | $4,379-72.6% |
| Participant deferral / active EE | $2,515 | $4,824-47.9% | $3,976-36.7% | $6,730-62.6% |
| Admin fee / account holder | $364 | $8,559-95.8% | $6,100-94.0% | $14,365-97.5% |