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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 | $81,476-58.2% | $102,383-66.8% | $80,925-57.9% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 17.48% | 25.59%-8.1pp | 24.94%-7.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $12,279 | $3,105+295.5% | $3,870+217.3% | $2,756+345.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,479 | $6,717+26.2% | $8,391+1.0% | $6,940+22.2% |