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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 | $34,547 | $165,939-79.2% | $122,354-71.8% | $147,586-76.6% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 9.91% | 34.56%-24.6pp | 30.28%-20.4pp | 578.59%-568.7pp |
| Employer contribution / active EE | $1,269 | $5,754-77.9% | $4,051-68.7% | $4,876-74.0% |
| Participant deferral / active EE | $3,058 | $4,005-23.7% | $3,287-7.0% | $5,439-43.8% |
| Admin fee / account holder | $6,202 | $7,425-16.5% | $5,479+13.2% | $10,886-43.0% |