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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 | $33,739 | $110,410-69.4% | $102,437-67.1% | $145,897-76.9% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.4pp | 80.3%-33.2pp |
| Annual return | 26.31% | 24.85%+1.5pp | 24.95%+1.4pp | 552.29%-526.0pp |
| Employer contribution / active EE | $2,238 | $4,217-46.9% | $3,871-42.2% | $4,663-52.0% |
| Participant deferral / active EE | $6,663 | $5,622+18.5% | $5,060+31.7% | $6,689-0.4% |
| Admin fee / account holder | $20,126 | $9,745+106.5% | $8,388+139.9% | $13,390+50.3% |