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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 | $39,391 | $58,828-33.0% | $78,002-49.5% | $62,881-37.4% |
| Participation rate | 58.1% | 71.1%-12.9pp | 75.5%-17.4pp | 69.3%-11.2pp |
| Annual return | 10.06% | 17.16%-7.1pp | 425.99%-415.9pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,459 | $1,672-12.7% | $2,470-40.9% | $2,281-36.0% |
| Participant deferral / active EE | $3,528 | $2,686+31.4% | $3,497+0.9% | $3,203+10.1% |
| Admin fee / account holder | $4,996 | $4,393+13.7% | $5,481-8.9% | $4,296+16.3% |