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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 | $25,753 | $71,197-63.8% | $93,669-72.5% | $80,925-68.2% |
| Participation rate | 68.9% | 60.4%+8.5pp | 68.7%+0.1pp | 67.7%+1.2pp |
| Annual return | 30.71% | 11.27%+19.4pp | 133.59%-102.9pp | 35.65%-4.9pp |
| Employer contribution / active EE | $2,447 | $1,565+56.4% | $2,424+1.0% | $2,756-11.2% |
| Participant deferral / active EE | $4,027 | $4,036-0.2% | $4,416-8.8% | $4,299-6.3% |
| Admin fee / account holder | $14,371 | $6,959+106.5% | $8,291+73.3% | $6,940+107.1% |