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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 | $36,962 | $111,814-66.9% | $103,374-64.2% | $145,959-74.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 20.84% | 24.77%-3.9pp | 24.89%-4.0pp | 561.95%-541.1pp |
| Employer contribution / active EE | $1,770 | $4,214-58.0% | $3,869-54.3% | $4,661-62.0% |
| Participant deferral / active EE | $11,112 | $5,618+97.8% | $5,058+119.7% | $6,689+66.1% |
| Admin fee / account holder | $676 | $9,754-93.1% | $8,394-92.0% | $13,398-95.0% |