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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 | $33,436 | $88,672-62.3% | $105,223-68.2% | $82,448-59.4% |
| Participation rate | 67.6% | 67.9%-0.4pp | 75.0%-7.5pp | 68.1%-0.5pp |
| Annual return | 45.83% | 30.86%+15.0pp | 180.65%-134.8pp | 41.64%+4.2pp |
| Employer contribution / active EE | $2,377 | $3,048-22.0% | $3,689-35.6% | $2,551-6.8% |
| Participant deferral / active EE | $4,595 | $4,036+13.9% | $5,072-9.4% | $4,139+11.0% |
| Admin fee / account holder | $2,706 | $7,146-62.1% | $8,859-69.4% | $7,234-62.6% |