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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 | $43,441 | $98,776-56.0% | $149,745-71.0% | $79,856-45.6% |
| Participation rate | 69.1% | 75.8%-6.7pp | 82.5%-13.3pp | 69.6%-0.5pp |
| Annual return | 18.39% | 27.38%-9.0pp | 276.72%-258.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,708 | $3,217+15.2% | $4,646-20.2% | $2,471+50.0% |
| Participant deferral / active EE | $3,266 | $5,681-42.5% | $6,843-52.3% | $3,741-12.7% |
| Admin fee / account holder | $2,032 | $6,053-66.4% | $9,312-78.2% | $5,306-61.7% |