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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 | $34,369 | $108,882-68.4% | $96,754-64.5% | $154,746-77.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 16.34% | 98.39%-82.0pp | 82.04%-65.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,373 | $3,018-54.5% | $2,679-48.8% | $4,379-68.7% |
| Participant deferral / active EE | $2,385 | $5,323-55.2% | $4,758-49.9% | $6,730-64.6% |
| Admin fee / account holder | $712 | $10,200-93.0% | $8,905-92.0% | $14,365-95.0% |