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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 | $41,713 | $89,370-53.3% | $141,197-70.5% | $72,976-42.8% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 28.18% | 111.88%-83.7pp | 71.41%-43.2pp | 81.02%-52.8pp |
| Employer contribution / active EE | $2,982 | $3,115-4.3% | $4,736-37.0% | $2,440+22.2% |
| Participant deferral / active EE | $4,322 | $5,419-20.2% | $6,710-35.6% | $3,608+19.8% |
| Admin fee / account holder | $3,082 | $5,957-48.3% | $10,265-70.0% | $5,124-39.9% |