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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 | $33,216 | $157,304-78.9% | $141,197-76.5% | $152,909-78.3% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.5%-29.1pp |
| Annual return | 22.13% | 64.34%-42.2pp | 71.41%-49.3pp | 345.46%-323.3pp |
| Employer contribution / active EE | $1,438 | $5,263-72.7% | $4,736-69.6% | $4,764-69.8% |
| Participant deferral / active EE | $5,889 | $7,111-17.2% | $6,710-12.2% | $5,851+0.6% |
| Admin fee / account holder | $7,079 | $12,126-41.6% | $10,265-31.0% | $11,601-39.0% |