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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 | $31,690 | $110,379-71.3% | $102,412-69.1% | $145,884-78.3% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 20.90% | 24.84%-3.9pp | 24.94%-4.0pp | 551.85%-530.9pp |
| Employer contribution / active EE | $1,311 | $4,216-68.9% | $3,870-66.1% | $4,662-71.9% |
| Participant deferral / active EE | $3,647 | $5,622-35.1% | $5,060-27.9% | $6,690-45.5% |
| Admin fee / account holder | $2,684 | $9,745-72.5% | $8,388-68.0% | $13,392-80.0% |