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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 | $37,478 | $124,330-69.9% | $109,173-65.7% | $167,536-77.6% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 10.37% | 26.04%-15.7pp | 25.75%-15.4pp | 478.82%-468.4pp |
| Employer contribution / active EE | $2,848 | $4,209-32.3% | $3,723-23.5% | $4,839-41.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $349 | $7,974-95.6% | $6,755-94.8% | $12,315-97.2% |