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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 | $30,691 | $111,535-72.5% | $105,223-70.8% | $137,256-77.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 27.42% | 237.85%-210.4pp | 180.65%-153.2pp | 220.34%-192.9pp |
| Employer contribution / active EE | $1,321 | $3,939-66.5% | $3,689-64.2% | $4,156-68.2% |
| Participant deferral / active EE | $2,089 | $5,500-62.0% | $5,072-58.8% | $6,407-67.4% |
| Admin fee / account holder | $34,675 | $9,721+256.7% | $8,859+291.4% | $12,270+182.6% |