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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 | $31,859 | $157,276-79.7% | $141,177-77.4% | $152,885-79.2% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 21.90% | 64.33%-42.4pp | 71.40%-49.5pp | 345.39%-323.5pp |
| Employer contribution / active EE | $1,522 | $5,262-71.1% | $4,736-67.9% | $4,763-68.0% |
| Participant deferral / active EE | $3,707 | $7,110-47.9% | $6,710-44.8% | $5,851-36.6% |
| Admin fee / account holder | $3,709 | $12,123-69.4% | $10,263-63.9% | $11,598-68.0% |