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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 | $34,499 | $115,810-70.2% | $101,271-65.9% | $158,966-78.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 13.01% | 56.15%-43.1pp | 46.48%-33.5pp | 302.95%-289.9pp |
| Employer contribution / active EE | $2,279 | $4,175-45.4% | $3,660-37.7% | $4,762-52.2% |
| Participant deferral / active EE | $5,446 | $4,958+9.8% | $4,371+24.6% | $5,983-9.0% |
| Admin fee / account holder | $2,912 | $7,248-59.8% | $5,948-51.0% | $11,250-74.1% |