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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 | $33,527 | $85,766-60.9% | $136,298-75.4% | $70,126-52.2% |
| Participation rate | 65.3% | 74.2%-8.8pp | 81.9%-16.6pp | 69.5%-4.2pp |
| Annual return | 23.17% | 31.46%-8.3pp | 5156.27%-5133.1pp | 73.15%-50.0pp |
| Employer contribution / active EE | $1,973 | $2,966-33.5% | $4,696-58.0% | $2,343-15.8% |
| Participant deferral / active EE | $2,809 | $5,051-44.4% | $6,247-55.0% | $3,332-15.7% |
| Admin fee / account holder | $400 | $5,421-92.6% | $9,244-95.7% | $4,645-91.4% |