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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 | $35,123 | $96,965-63.8% | $97,995-64.2% | $147,585-76.2% |
| Participation rate | 68.2% | 83.6%-15.4pp | 82.4%-14.2pp | 82.8%-14.6pp |
| Annual return | 18.20% | 24.11%-5.9pp | 23.94%-5.7pp | 578.57%-560.4pp |
| Employer contribution / active EE | $1,656 | $4,536-63.5% | $4,158-60.2% | $4,876-66.0% |
| Participant deferral / active EE | $2,717 | $5,081-46.5% | $5,097-46.7% | $5,439-50.0% |
| Admin fee / account holder | $535 | $8,120-93.4% | $5,943-91.0% | $10,885-95.1% |