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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 | $35,582 | $55,889-36.3% | $76,119-53.3% | $80,935-56.0% |
| Participation rate | 58.8% | 62.1%-3.2pp | 69.1%-10.3pp | 67.7%-8.8pp |
| Annual return | 19.47% | 20.58%-1.1pp | 361.25%-341.8pp | 35.66%-16.2pp |
| Employer contribution / active EE | $1,900 | $1,866+1.8% | $2,693-29.4% | $2,757-31.1% |
| Participant deferral / active EE | $2,481 | $3,051-18.7% | $4,259-41.7% | $4,299-42.3% |
| Admin fee / account holder | $4,989 | $5,241-4.8% | $6,421-22.3% | $6,924-28.0% |