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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 | $111,814-69.8% | $103,378-67.4% | $145,978-76.9% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 26.31% | 24.80%+1.5pp | 24.91%+1.4pp | 550.52%-524.2pp |
| Employer contribution / active EE | $2,238 | $4,215-46.9% | $3,870-42.2% | $4,662-52.0% |
| Participant deferral / active EE | $6,663 | $5,618+18.6% | $5,058+31.7% | $6,690-0.4% |
| Admin fee / account holder | $20,126 | $9,764+106.1% | $8,401+139.6% | $13,400+50.2% |