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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 | $33,535 | $94,749-64.6% | $112,899-70.3% | $139,456-76.0% |
| Participation rate | 50.0% | 81.3%-31.3pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 31.45% | 40.92%-9.5pp | 34.11%-2.7pp | 373.45%-342.0pp |
| Employer contribution / active EE | $9,980 | $4,630+115.5% | $4,566+118.6% | $4,753+110.0% |
| Participant deferral / active EE | $30,236 | $6,517+364.0% | $6,516+364.0% | $6,711+350.5% |
| Admin fee / account holder | $592 | $8,530-93.1% | $7,047-91.6% | $11,407-94.8% |