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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 | $30,183 | $117,846-74.4% | $102,434-70.5% | $145,884-79.3% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 18.61% | 31.90%-13.3pp | 29.46%-10.8pp | 551.85%-533.2pp |
| Employer contribution / active EE | $1,743 | $3,615-51.8% | $3,023-42.3% | $4,662-62.6% |
| Participant deferral / active EE | $3,828 | $5,733-33.2% | $5,055-24.3% | $6,690-42.8% |
| Admin fee / account holder | $3,811 | $13,356-71.5% | $9,462-59.7% | $13,392-71.5% |