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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 | $34,991 | $157,276-77.8% | $141,177-75.2% | $152,885-77.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 18.24% | 64.33%-46.1pp | 71.40%-53.2pp | 345.39%-327.1pp |
| Employer contribution / active EE | $2,130 | $5,262-59.5% | $4,736-55.0% | $4,763-55.3% |
| Participant deferral / active EE | $3,275 | $7,110-53.9% | $6,710-51.2% | $5,851-44.0% |
| Admin fee / account holder | $3,489 | $12,123-71.2% | $10,263-66.0% | $11,598-69.9% |