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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 | $36,828 | $110,212-66.6% | $96,534-61.8% | $139,466-73.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 19.16% | 26.42%-7.3pp | 25.88%-6.7pp | 373.66%-354.5pp |
| Employer contribution / active EE | $3,314 | $3,620-8.4% | $2,965+11.8% | $4,754-30.3% |
| Participant deferral / active EE | $10,959 | $5,547+97.6% | $4,851+125.9% | $6,712+63.3% |
| Admin fee / account holder | $328 | $11,599-97.2% | $8,253-96.0% | $11,409-97.1% |