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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 | $30,252 | $78,672-61.5% | $109,163-72.3% | $85,856-64.8% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 13.99% | 25.09%-11.1pp | 25.75%-11.8pp | 318.58%-304.6pp |
| Employer contribution / active EE | $5,262 | $2,734+92.5% | $3,723+41.3% | $2,565+105.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,548 | $5,470-35.1% | $6,754-47.5% | $6,261-43.3% |