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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 | $33,436 | $110,379-69.7% | $102,412-67.4% | $145,884-77.1% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 13.79% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,372 | $4,216-43.7% | $3,870-38.7% | $4,662-49.1% |
| Participant deferral / active EE | $3,259 | $5,622-42.0% | $5,060-35.6% | $6,690-51.3% |
| Admin fee / account holder | $469 | $9,745-95.2% | $8,388-94.4% | $13,392-96.5% |