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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 | $34,775 | $110,248-68.5% | $95,728-63.7% | $139,456-75.1% |
| Participation rate | 61.1% | 75.7%-14.6pp | 72.3%-11.2pp | 80.3%-19.2pp |
| Annual return | 19.38% | 27.16%-7.8pp | 28.40%-9.0pp | 373.45%-354.1pp |
| Employer contribution / active EE | $2,188 | $3,258-32.9% | $2,835-22.8% | $4,753-54.0% |
| Participant deferral / active EE | $4,327 | $4,675-7.4% | $4,245+1.9% | $6,711-35.5% |
| Admin fee / account holder | $3,616 | $6,607-45.3% | $5,673-36.3% | $11,407-68.3% |