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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 | $41,517 | $65,034-36.2% | $90,970-54.4% | $79,856-48.0% |
| Participation rate | 61.2% | 61.6%-0.4pp | 69.0%-7.8pp | 69.6%-8.4pp |
| Annual return | 19.31% | 30.45%-11.1pp | 134.60%-115.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,219 | $1,247+77.9% | $2,122+4.6% | $2,471-10.2% |
| Participant deferral / active EE | $3,369 | $2,512+34.1% | $3,373-0.1% | $3,741-9.9% |
| Admin fee / account holder | $1,568 | $4,536-65.4% | $5,961-73.7% | $5,306-70.4% |