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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 | $29,684 | $69,248-57.1% | $64,101-53.7% | $139,466-78.7% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 10.90% | 45.95%-35.0pp | 33.72%-22.8pp | 373.66%-362.8pp |
| Employer contribution / active EE | $5,649 | $3,185+77.4% | $2,749+105.5% | $4,754+18.8% |
| Participant deferral / active EE | $5,649 | $4,682+20.6% | $3,881+45.6% | $6,712-15.8% |
| Admin fee / account holder | $3,189 | $4,247-24.9% | $3,070+3.9% | $11,409-72.1% |