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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 | $100,279-66.2% | $81,353-58.3% | $145,884-76.8% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 10.08% | 34.49%-24.4pp | 24.82%-14.7pp | 551.85%-541.8pp |
| Employer contribution / active EE | $2,922 | $2,979-1.9% | $2,464+18.6% | $4,662-37.3% |
| Participant deferral / active EE | $2,922 | $4,611-36.6% | $3,885-24.8% | $6,690-56.3% |
| Admin fee / account holder | $3,429 | $8,206-58.2% | $5,766-40.5% | $13,392-74.4% |