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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 | $34,094 | $114,119-70.1% | $107,187-68.2% | $138,895-75.5% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 11.24% | 273.21%-262.0pp | 204.55%-193.3pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,267 | $4,059-68.8% | $3,782-66.5% | $4,194-69.8% |
| Participant deferral / active EE | $1,720 | $5,538-68.9% | $5,096-66.2% | $6,396-73.1% |
| Admin fee / account holder | $12,919 | $10,024+28.9% | $9,162+41.0% | $12,562+2.8% |