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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 | $34,609 | $162,812-78.7% | $133,971-74.2% | $158,966-78.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 10.72% | 41.94%-31.2pp | 45.09%-34.4pp | 302.95%-292.2pp |
| Employer contribution / active EE | $2,032 | $4,976-59.2% | $3,919-48.1% | $4,762-57.3% |
| Participant deferral / active EE | $4,201 | $5,910-28.9% | $5,047-16.8% | $5,983-29.8% |
| Admin fee / account holder | $15,881 | $11,741+35.3% | $8,929+77.9% | $11,250+41.2% |