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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 | $30,510 | $78,705-61.2% | $117,857-74.1% | $70,131-56.5% |
| Participation rate | 48.0% | 73.2%-25.2pp | 79.7%-31.7pp | 69.5%-21.5pp |
| Annual return | 14.91% | 23.30%-8.4pp | 335.09%-320.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,418 | $2,223-36.2% | $3,786-62.6% | $2,342-39.5% |
| Participant deferral / active EE | $1,740 | $3,297-47.2% | $4,482-61.2% | $3,332-47.8% |
| Admin fee / account holder | $452 | $5,065-91.1% | $8,020-94.4% | $4,645-90.3% |