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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 | $33,017 | $232,540-85.8% | $185,117-82.2% | $147,586-77.6% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 13.40% | 43.03%-29.6pp | 40.50%-27.1pp | 578.59%-565.2pp |
| Employer contribution / active EE | $729 | $5,195-86.0% | $4,182-82.6% | $4,876-85.0% |
| Participant deferral / active EE | $2,478 | $5,834-57.5% | $5,045-50.9% | $5,439-54.4% |
| Admin fee / account holder | $326 | $10,275-96.8% | $8,159-96.0% | $10,886-97.0% |