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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 | $34,976 | $49,976-30.0% | $66,674-47.5% | $82,637-57.7% |
| Participation rate | 63.8% | 63.1%+0.7pp | 73.7%-9.9pp | 68.1%-4.3pp |
| Annual return | 18.64% | 39.09%-20.5pp | 321.24%-302.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,848 | $1,988-7.0% | $2,620-29.5% | $2,552-27.6% |
| Participant deferral / active EE | $2,510 | $2,847-11.8% | $4,084-38.5% | $4,126-39.2% |
| Admin fee / account holder | $5,412 | $4,594+17.8% | $5,098+6.2% | $7,339-26.3% |