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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 | $36,623 | $111,814-67.2% | $103,374-64.6% | $145,959-74.9% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 14.91% | 24.77%-9.9pp | 24.89%-10.0pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,486 | $4,214-41.0% | $3,869-35.7% | $4,661-46.7% |
| Participant deferral / active EE | $6,902 | $5,618+22.9% | $5,058+36.5% | $6,689+3.2% |
| Admin fee / account holder | $1,163 | $9,754-88.1% | $8,394-86.2% | $13,398-91.3% |