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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 | $33,390 | $106,923-68.8% | $84,023-60.3% | $152,909-78.2% |
| Participation rate | 65.2% | 75.3%-10.0pp | 69.0%-3.8pp | 82.5%-17.2pp |
| Annual return | 16.35% | 105.02%-88.7pp | 71.32%-55.0pp | 345.46%-329.1pp |
| Employer contribution / active EE | $1,541 | $2,735-43.7% | $1,984-22.3% | $4,764-67.7% |
| Participant deferral / active EE | $2,932 | $4,013-26.9% | $3,239-9.5% | $5,851-49.9% |
| Admin fee / account holder | $3,541 | $8,289-57.3% | $6,102-42.0% | $11,601-69.5% |