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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 | $34,642 | $113,338-69.4% | $94,993-63.5% | $147,586-76.5% |
| Participation rate | 55.6% | 78.0%-22.4pp | 73.9%-18.3pp | 82.8%-27.3pp |
| Annual return | 16.75% | 20.80%-4.0pp | 27.14%-10.4pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,222 | $3,160-29.7% | $2,603-14.6% | $4,876-54.4% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,014 | $6,063-83.3% | $4,960-79.6% | $10,886-90.7% |