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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 | $21,398 | $48,337-55.7% | $67,560-68.3% | $80,959-73.6% |
| Participation rate | 65.6% | 66.4%-0.8pp | 72.9%-7.3pp | 67.7%-2.0pp |
| Annual return | 13.41% | 18.26%-4.9pp | 3533.50%-3520.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,819 | $2,023-10.1% | $2,737-33.5% | $2,757-34.0% |
| Participant deferral / active EE | $3,933 | $2,928+34.3% | $4,004-1.8% | $4,300-8.5% |
| Admin fee / account holder | $4,071 | $3,695+10.2% | $3,994+1.9% | $6,925-41.2% |