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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 | $38,331 | $106,918-64.1% | $84,021-54.4% | $152,897-74.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 27.65% | 105.01%-77.4pp | 71.32%-43.7pp | 345.43%-317.8pp |
| Employer contribution / active EE | $1,583 | $2,735-42.1% | $1,984-20.2% | $4,764-66.8% |
| Participant deferral / active EE | $2,855 | $4,012-28.8% | $3,239-11.8% | $5,851-51.2% |
| Admin fee / account holder | $3,108 | $8,288-62.5% | $6,102-49.1% | $11,599-73.2% |