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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 | $25,821 | $72,177-64.2% | $115,037-77.6% | $59,633-56.7% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | 9.05% | 12.02%-3.0pp | 26.14%-17.1pp | 2041.40%-2032.3pp |
| Employer contribution / active EE | $2,822 | $2,841-0.7% | $4,608-38.8% | $2,203+28.1% |
| Participant deferral / active EE | $6,157 | $4,783+28.7% | $6,026+2.2% | $3,192+92.9% |
| Admin fee / account holder | $4,292 | $4,927-12.9% | $8,175-47.5% | $4,297-0.1% |