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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 | $37,319 | $106,267-64.9% | $96,520-61.3% | $139,456-73.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 18.81% | 38.45%-19.6pp | 35.72%-16.9pp | 373.45%-354.6pp |
| Employer contribution / active EE | $1,090 | $4,105-73.4% | $3,739-70.8% | $4,753-77.1% |
| Participant deferral / active EE | $4,499 | $5,454-17.5% | $4,879-7.8% | $6,711-33.0% |
| Admin fee / account holder | $4,638 | $7,882-41.2% | $6,733-31.1% | $11,407-59.3% |