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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 | $35,608 | $103,000-65.4% | $90,300-60.6% | $152,885-76.7% |
| Participation rate | 56.3% | 75.9%-19.6pp | 73.3%-17.0pp | 82.5%-26.2pp |
| Annual return | 19.02% | 95.19%-76.2pp | 78.11%-59.1pp | 345.39%-326.4pp |
| Employer contribution / active EE | $343 | $3,138-89.1% | $2,854-88.0% | $4,763-92.8% |
| Participant deferral / active EE | $2,480 | $4,281-42.1% | $3,884-36.2% | $5,851-57.6% |
| Admin fee / account holder | $11,300 | $6,173+83.0% | $5,353+111.1% | $11,598-2.6% |