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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 | $33,886 | $100,262-66.2% | $81,370-58.4% | $145,897-76.8% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 10.08% | 34.52%-24.4pp | 24.85%-14.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,922 | $2,979-1.9% | $2,464+18.6% | $4,663-37.3% |
| Participant deferral / active EE | $2,922 | $4,612-36.7% | $3,885-24.8% | $6,689-56.3% |
| Admin fee / account holder | $3,429 | $8,163-58.0% | $5,749-40.4% | $13,390-74.4% |