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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 | $36,322 | $106,247-65.8% | $96,515-62.4% | $139,466-74.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 22.89% | 38.47%-15.6pp | 35.73%-12.8pp | 373.66%-350.8pp |
| Employer contribution / active EE | $2,723 | $4,106-33.7% | $3,740-27.2% | $4,754-42.7% |
| Participant deferral / active EE | $6,875 | $5,456+26.0% | $4,880+40.9% | $6,712+2.4% |
| Admin fee / account holder | $501 | $7,885-93.6% | $6,735-92.6% | $11,409-95.6% |