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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 | $29,228 | $67,823-56.9% | $52,425-44.2% | $137,256-78.7% |
| Participation rate | 57.1% | 63.9%-6.8pp | 55.6%+1.5pp | 80.0%-22.8pp |
| Annual return | 16.45% | 219.11%-202.7pp | 302.12%-285.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,048 | $1,163-9.9% | $914+14.6% | $4,156-74.8% |
| Participant deferral / active EE | $4,098 | $2,288+79.1% | $1,790+128.9% | $6,407-36.0% |
| Admin fee / account holder | $2,419 | $2,844-15.0% | $2,495-3.0% | $12,270-80.3% |