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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 | $34,780 | $113,338-69.3% | $94,993-63.4% | $147,585-76.4% |
| Participation rate | 65.2% | 78.0%-12.8pp | 73.9%-8.7pp | 82.8%-17.6pp |
| Annual return | 10.49% | 20.80%-10.3pp | 27.14%-16.7pp | 578.58%-568.1pp |
| Employer contribution / active EE | $1,739 | $3,160-45.0% | $2,603-33.2% | $4,876-64.3% |
| Participant deferral / active EE | $562 | $3,777-85.1% | $3,317-83.1% | $5,439-89.7% |
| Admin fee / account holder | $29,409 | $6,063+385.1% | $4,960+492.9% | $10,886+170.2% |