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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 | $33,335 | $111,830-70.2% | $93,696-64.4% | $145,884-77.1% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.8pp |
| Annual return | 12.30% | 204.08%-191.8pp | 133.74%-121.4pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,812 | $3,093-41.4% | $2,422-25.2% | $4,662-61.1% |
| Participant deferral / active EE | $5,375 | $4,920+9.3% | $4,417+21.7% | $6,690-19.6% |
| Admin fee / account holder | $5,709 | $10,249-44.3% | $8,287-31.1% | $13,392-57.4% |