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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 | $36,453 | $61,125-40.4% | $94,057-61.2% | $87,485-58.3% |
| Participation rate | 63.6% | 64.1%-0.4pp | 73.3%-9.7pp | 68.9%-5.3pp |
| Annual return | 13.25% | 35.20%-21.9pp | 480.62%-467.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,018 | $2,136-5.6% | $2,933-31.2% | $2,596-22.3% |
| Participant deferral / active EE | $2,746 | $3,260-15.8% | $4,709-41.7% | $4,274-35.8% |
| Admin fee / account holder | $10,503 | $5,629+86.6% | $7,244+45.0% | $7,775+35.1% |