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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 | $33,784 | $124,351-72.8% | $109,188-69.1% | $167,553-79.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 22.40% | 26.04%-3.6pp | 25.76%-3.4pp | 478.89%-456.5pp |
| Employer contribution / active EE | $809 | $4,210-80.8% | $3,723-78.3% | $4,840-83.3% |
| Participant deferral / active EE | $3,418 | $5,257-35.0% | $4,654-26.6% | $6,343-46.1% |
| Admin fee / account holder | $1,568 | $7,975-80.3% | $6,755-76.8% | $12,316-87.3% |