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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 | $33,462 | $99,652-66.4% | $78,778-57.5% | $147,585-77.3% |
| Participation rate | 61.1% | 76.2%-15.1pp | 69.2%-8.1pp | 82.8%-21.7pp |
| Annual return | 13.79% | 47.28%-33.5pp | 35.62%-21.8pp | 578.57%-564.8pp |
| Employer contribution / active EE | $674 | $2,796-75.9% | $1,986-66.1% | $4,876-86.2% |
| Participant deferral / active EE | $1,462 | $3,664-60.1% | $2,958-50.6% | $5,439-73.1% |
| Admin fee / account holder | $4,548 | $7,155-36.4% | $5,134-11.4% | $10,885-58.2% |