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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 | $35,580 | $182,442-80.5% | $163,379-78.2% | $138,895-74.4% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 26.31% | 72.74%-46.4pp | 63.41%-37.1pp | 145.39%-119.1pp |
| Employer contribution / active EE | $1,732 | $4,159-58.4% | $3,752-53.8% | $4,194-58.7% |
| Participant deferral / active EE | $4,908 | $6,817-28.0% | $6,282-21.9% | $6,396-23.3% |
| Admin fee / account holder | $550 | $10,396-94.7% | $9,818-94.4% | $12,562-95.6% |