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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 | $38,457 | $208,088-81.5% | $186,193-79.3% | $154,746-75.1% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 19.27% | 89.97%-70.7pp | 78.03%-58.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,800 | $4,340-35.5% | $3,918-28.5% | $4,379-36.1% |
| Participant deferral / active EE | $3,500 | $7,078-50.6% | $6,513-46.3% | $6,730-48.0% |
| Admin fee / account holder | $584 | $11,698-95.0% | $11,058-94.7% | $14,365-95.9% |