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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 | $97,125-64.6% | $86,233-60.1% | $137,256-75.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 16.34% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,373 | $2,841-51.7% | $2,504-45.2% | $4,156-67.0% |
| Participant deferral / active EE | $2,385 | $5,180-54.0% | $4,559-47.7% | $6,407-62.8% |
| Admin fee / account holder | $712 | $9,725-92.7% | $8,342-91.5% | $12,270-94.2% |