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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 | $34,616 | $105,284-67.1% | $150,734-77.0% | $94,015-63.2% |
| Participation rate | 54.5% | 71.7%-17.2pp | 78.4%-23.9pp | 70.8%-16.3pp |
| Annual return | 22.09% | 15.67%+6.4pp | 600.81%-578.7pp | 17.84%+4.2pp |
| Employer contribution / active EE | $1,451 | $3,599-59.7% | $4,918-70.5% | $2,790-48.0% |
| Participant deferral / active EE | $3,393 | $4,274-20.6% | $5,610-39.5% | $4,249-20.2% |
| Admin fee / account holder | $798 | $9,839-91.9% | $14,905-94.6% | $8,951-91.1% |