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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 | $34,957 | $99,652-64.9% | $78,778-55.6% | $147,586-76.3% |
| Participation rate | 63.2% | 76.2%-13.1pp | 69.2%-6.0pp | 82.8%-19.7pp |
| Annual return | 12.70% | 47.28%-34.6pp | 35.62%-22.9pp | 578.59%-565.9pp |
| Employer contribution / active EE | $1,022 | $2,796-63.4% | $1,986-48.5% | $4,876-79.0% |
| Participant deferral / active EE | $2,994 | $3,664-18.3% | $2,958+1.2% | $5,439-45.0% |
| Admin fee / account holder | $803 | $7,155-88.8% | $5,134-84.4% | $10,886-92.6% |