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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 | $37,048 | $99,652-62.8% | $78,778-53.0% | $147,586-74.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 15.09% | 47.28%-32.2pp | 35.62%-20.5pp | 578.59%-563.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,320 | $3,664-9.4% | $2,958+12.2% | $5,439-39.0% |
| Admin fee / account holder | $7,881 | $7,155+10.1% | $5,134+53.5% | $10,886-27.6% |