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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 | $34,039 | $81,504-58.2% | $102,437-66.8% | $80,959-58.0% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 17.48% | 25.60%-8.1pp | 24.95%-7.5pp | 35.67%-18.2pp |
| Employer contribution / active EE | $12,279 | $3,104+295.6% | $3,871+217.2% | $2,757+345.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,479 | $6,719+26.2% | $8,388+1.1% | $6,925+22.4% |