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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 | $182,442-78.9% | $163,379-76.5% | $138,895-72.3% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.8%-14.3pp | 79.9%-17.4pp |
| Annual return | 19.27% | 72.74%-53.5pp | 63.41%-44.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,800 | $4,159-32.7% | $3,752-25.4% | $4,194-33.2% |
| Participant deferral / active EE | $3,500 | $6,817-48.7% | $6,282-44.3% | $6,396-45.3% |
| Admin fee / account holder | $584 | $10,396-94.4% | $9,818-94.1% | $12,562-95.4% |