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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 | $33,145 | $110,337-70.0% | $102,383-67.6% | $145,877-77.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.69% | 24.83%-15.1pp | 24.94%-15.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,752 | $4,216-34.7% | $3,870-28.9% | $4,663-41.0% |
| Participant deferral / active EE | $3,438 | $5,621-38.8% | $5,060-32.0% | $6,691-48.6% |
| Admin fee / account holder | $15,157 | $9,750+55.5% | $8,391+80.6% | $13,402+13.1% |