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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 | $38,089 | $89,259-57.3% | $107,187-64.5% | $82,637-53.9% |
| Participation rate | 66.2% | 67.9%-1.7pp | 75.0%-8.8pp | 68.1%-1.8pp |
| Annual return | 18.88% | 21.02%-2.1pp | 204.55%-185.7pp | 53.51%-34.6pp |
| Employer contribution / active EE | $1,600 | $3,080-48.1% | $3,782-57.7% | $2,552-37.3% |
| Participant deferral / active EE | $5,173 | $4,037+28.1% | $5,096+1.5% | $4,126+25.4% |
| Admin fee / account holder | $2,215 | $7,381-70.0% | $9,162-75.8% | $7,339-69.8% |