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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 | $34,830 | $107,368-67.6% | $92,915-62.5% | $152,909-77.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 21.69% | 145.64%-124.0pp | 109.45%-87.8pp | 345.46%-323.8pp |
| Employer contribution / active EE | $3,478 | $4,222-17.6% | $3,653-4.8% | $4,764-27.0% |
| Participant deferral / active EE | $5,081 | $4,848+4.8% | $4,238+19.9% | $5,851-13.2% |
| Admin fee / account holder | $9,003 | $7,082+27.1% | $5,796+55.3% | $11,601-22.4% |