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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 | $33,040 | $96,731-65.8% | $123,973-73.3% | $86,983-62.0% |
| Participation rate | 53.3% | 70.0%-16.7pp | 76.7%-23.3pp | 69.5%-16.2pp |
| Annual return | 18.57% | 17.33%+1.2pp | 388.13%-369.6pp | 25.83%-7.3pp |
| Employer contribution / active EE | $1,771 | $3,297-46.3% | $4,126-57.1% | $2,584-31.5% |
| Participant deferral / active EE | $3,920 | $4,152-5.6% | $5,247-25.3% | $4,194-6.5% |
| Admin fee / account holder | $423 | $8,722-95.2% | $11,799-96.4% | $7,856-94.6% |