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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 | $35,600 | $72,071-50.6% | $68,368-47.9% | $137,256-74.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.37% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $989 | $2,788-64.5% | $2,649-62.7% | $4,156-76.2% |
| Participant deferral / active EE | $2,033 | $4,410-53.9% | $4,123-50.7% | $6,407-68.3% |
| Admin fee / account holder | $7,382 | $5,336+38.4% | $5,150+43.3% | $12,270-39.8% |