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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 | $34,379 | $104,953-67.2% | $84,637-59.4% | $152,909-77.5% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 23.51% | 373.94%-350.4pp | 258.82%-235.3pp | 345.46%-322.0pp |
| Employer contribution / active EE | $1,374 | $3,304-58.4% | $2,653-48.2% | $4,764-71.2% |
| Participant deferral / active EE | $6,661 | $4,691+42.0% | $3,900+70.8% | $5,851+13.8% |
| Admin fee / account holder | $486 | $6,244-92.2% | $4,914-90.1% | $11,601-95.8% |