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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 | $33,332 | $91,559-63.6% | $133,978-75.1% | $79,856-58.3% |
| Participation rate | 63.7% | 73.3%-9.6pp | 79.8%-16.1pp | 69.6%-5.9pp |
| Annual return | 17.59% | 61.85%-44.3pp | 45.10%-27.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,662 | $2,384+11.7% | $3,919-32.1% | $2,471+7.7% |
| Participant deferral / active EE | $3,720 | $3,734-0.4% | $5,047-26.3% | $3,741-0.5% |
| Admin fee / account holder | $4,188 | $6,321-33.7% | $8,930-53.1% | $5,306-21.1% |