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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 | $33,408 | $106,905-68.7% | $84,020-60.2% | $152,885-78.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 23.44% | 105.00%-81.6pp | 71.31%-47.9pp | 345.39%-321.9pp |
| Employer contribution / active EE | $1,532 | $2,735-44.0% | $1,984-22.8% | $4,763-67.8% |
| Participant deferral / active EE | $3,344 | $4,012-16.6% | $3,239+3.3% | $5,851-42.8% |
| Admin fee / account holder | $9,892 | $8,287+19.4% | $6,101+62.1% | $11,598-14.7% |