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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 | $100,004-66.1% | $81,438-58.4% | $145,959-76.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 10.08% | 34.34%-24.3pp | 24.74%-14.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,922 | $2,970-1.6% | $2,460+18.7% | $4,661-37.3% |
| Participant deferral / active EE | $2,922 | $4,603-36.5% | $3,883-24.8% | $6,689-56.3% |
| Admin fee / account holder | $3,429 | $8,202-58.2% | $5,764-40.5% | $13,398-74.4% |