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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 | $38,695 | $112,729-65.7% | $98,716-60.8% | $137,256-71.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 19.31% | 38.48%-19.2pp | 31.81%-12.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,148 | $2,725-21.2% | $2,279-5.7% | $4,156-48.3% |
| Participant deferral / active EE | $6,484 | $4,640+39.7% | $4,048+60.2% | $6,407+1.2% |
| Admin fee / account holder | $580 | $10,129-94.3% | $8,703-93.3% | $12,270-95.3% |