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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 | $33,919 | $70,666-52.0% | $169,369-80.0% | $75,173-54.9% |
| Participation rate | 48.5% | 64.8%-16.3pp | 77.2%-28.7pp | 67.2%-18.7pp |
| Annual return | 23.01% | 36.37%-13.4pp | 405.70%-382.7pp | 160.65%-137.6pp |
| Employer contribution / active EE | $1,372 | $2,210-37.9% | $4,011-65.8% | $2,670-48.6% |
| Participant deferral / active EE | $3,041 | $4,308-29.4% | $6,221-51.1% | $4,126-26.3% |
| Admin fee / account holder | $982 | $5,402-81.8% | $9,009-89.1% | $5,651-82.6% |