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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 | $36,597 | $102,828-64.4% | $105,387-65.3% | $152,885-76.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.6%-15.9pp | 82.5%-15.8pp |
| Annual return | 23.85% | 20.85%+3.0pp | 26.82%-3.0pp | 345.39%-321.5pp |
| Employer contribution / active EE | $4,245 | $4,473-5.1% | $4,213+0.8% | $4,763-10.9% |
| Participant deferral / active EE | $4,321 | $5,465-20.9% | $5,502-21.5% | $5,851-26.2% |
| Admin fee / account holder | $1,997 | $8,683-77.0% | $6,559-69.5% | $11,598-82.8% |