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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 | $39,656 | $98,766-59.8% | $149,730-73.5% | $79,852-50.3% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.5%-14.1pp | 69.6%-1.3pp |
| Annual return | 36.34% | 27.43%+8.9pp | 276.70%-240.4pp | 31.72%+4.6pp |
| Employer contribution / active EE | $1,725 | $3,217-46.4% | $4,645-62.9% | $2,471-30.2% |
| Participant deferral / active EE | $5,164 | $5,681-9.1% | $6,843-24.5% | $3,740+38.1% |
| Admin fee / account holder | $5,202 | $6,052-14.0% | $9,310-44.1% | $5,306-2.0% |