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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 | $29,158 | $77,416-62.3% | $69,464-58.0% | $152,897-80.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 19.53% | 39.08%-19.5pp | 28.98%-9.4pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,091 | $3,315-67.1% | $2,779-60.8% | $4,764-77.1% |
| Participant deferral / active EE | $1,091 | $4,413-75.3% | $3,536-69.2% | $5,851-81.4% |
| Admin fee / account holder | $4,696 | $6,208-24.4% | $3,840+22.3% | $11,599-59.5% |