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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 | $67,949 | $51,638+31.6% | $129,406-47.5% | $80,959-16.1% |
| Participation rate | 44.0% | 56.9%-13.0pp | 69.6%-25.7pp | 67.7%-23.7pp |
| Annual return | 17.20% | 20.78%-3.6pp | 9468.18%-9451.0pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,760 | $1,584+11.2% | $4,155-57.6% | $2,757-36.2% |
| Participant deferral / active EE | $2,979 | $2,670+11.6% | $4,167-28.5% | $4,300-30.7% |
| Admin fee / account holder | $7,369 | $4,313+70.8% | $7,689-4.2% | $6,925+6.4% |