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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 | $28,953 | $81,664-64.5% | $70,476-58.9% | $158,966-81.8% |
| Participation rate | 64.3% | 77.7%-13.4pp | 75.1%-10.8pp | 82.0%-17.7pp |
| Annual return | 13.73% | 208.59%-194.9pp | 109.12%-95.4pp | 302.95%-289.2pp |
| Employer contribution / active EE | $1,232 | $3,219-61.7% | $2,738-55.0% | $4,762-74.1% |
| Participant deferral / active EE | $3,402 | $4,556-25.3% | $3,710-8.3% | $5,983-43.1% |
| Admin fee / account holder | $3,288 | $6,197-47.0% | $3,847-14.5% | $11,250-70.8% |