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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 | $36,052 | $152,460-76.4% | $118,746-69.6% | $147,586-75.6% |
| Participation rate | 28.6% | 82.3%-53.7pp | 78.3%-49.7pp | 82.8%-54.3pp |
| Annual return | 20.50% | 17.41%+3.1pp | 24.54%-4.0pp | 578.59%-558.1pp |
| Employer contribution / active EE | $1,533 | $5,046-69.6% | $4,193-63.4% | $4,876-68.6% |
| Participant deferral / active EE | $3,281 | $6,212-47.2% | $5,332-38.5% | $5,439-39.7% |
| Admin fee / account holder | $7,912 | $16,953-53.3% | $10,720-26.2% | $10,886-27.3% |