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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 | $40,096 | $67,411-40.5% | $91,004-55.9% | $70,126-42.8% |
| Participation rate | 57.7% | 71.4%-13.7pp | 75.6%-17.9pp | 69.5%-11.8pp |
| Annual return | 22.82% | -40.16%+63.0pp | 4.60%+18.2pp | 73.15%-50.3pp |
| Employer contribution / active EE | $2,452 | $1,786+37.3% | $2,456-0.1% | $2,343+4.7% |
| Participant deferral / active EE | $4,227 | $2,823+49.8% | $3,548+19.2% | $3,332+26.9% |
| Admin fee / account holder | $755 | $4,236-82.2% | $5,417-86.1% | $4,645-83.8% |