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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 | $33,415 | $114,013-70.7% | $103,693-67.8% | $155,188-78.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 11.72% | 49.31%-37.6pp | 47.61%-35.9pp | 148.84%-137.1pp |
| Employer contribution / active EE | $1,249 | $3,131-60.1% | $2,920-57.2% | $4,248-70.6% |
| Participant deferral / active EE | $2,240 | $4,970-54.9% | $4,579-51.1% | $6,531-65.7% |
| Admin fee / account holder | $26,660 | $8,407+217.1% | $7,858+239.3% | $14,480+84.1% |