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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 | $34,585 | $183,516-81.2% | $155,534-77.8% | $145,884-76.3% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 18.67% | 61.43%-42.8pp | 64.92%-46.2pp | 551.85%-533.2pp |
| Employer contribution / active EE | $1,436 | $5,315-73.0% | $4,675-69.3% | $4,662-69.2% |
| Participant deferral / active EE | $3,313 | $6,467-48.8% | $5,630-41.2% | $6,690-50.5% |
| Admin fee / account holder | $500 | $19,293-97.4% | $15,900-96.9% | $13,392-96.3% |