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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 | $33,207 | $90,486-63.3% | $78,676-57.8% | $273,972-87.9% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 9.27% | 75.62%-66.4pp | 62.19%-52.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,703 | $3,175-46.4% | $2,850-40.3% | $4,869-65.0% |
| Participant deferral / active EE | $2,011 | $3,901-48.4% | $3,517-42.8% | $5,287-62.0% |
| Admin fee / account holder | $8,267 | $5,263+57.1% | $4,510+83.3% | $10,133-18.4% |