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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 | $30,006 | $103,000-70.9% | $90,300-66.8% | $152,885-80.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 11.26% | 95.19%-83.9pp | 78.11%-66.9pp | 345.39%-334.1pp |
| Employer contribution / active EE | $1,488 | $3,138-52.6% | $2,854-47.9% | $4,763-68.8% |
| Participant deferral / active EE | $4,704 | $4,281+9.9% | $3,884+21.1% | $5,851-19.6% |
| Admin fee / account holder | $12,975 | $6,173+110.2% | $5,353+142.4% | $11,598+11.9% |