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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 | $40,835 | $53,128-23.1% | $86,582-52.8% | $70,126-41.8% |
| Participation rate | 60.9% | 65.3%-4.4pp | 73.5%-12.7pp | 69.5%-8.7pp |
| Annual return | 17.46% | 27.66%-10.2pp | 965.08%-947.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,607 | $2,068-22.3% | $2,839-43.4% | $2,343-31.4% |
| Participant deferral / active EE | $3,872 | $2,695+43.7% | $3,609+7.3% | $3,332+16.2% |
| Admin fee / account holder | $2,820 | $3,584-21.3% | $4,904-42.5% | $4,645-39.3% |