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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 | $35,014 | $51,638-32.2% | $68,368-48.8% | $82,448-57.5% |
| Participation rate | 63.1% | 63.6%-0.5pp | 73.8%-10.7pp | 68.1%-5.0pp |
| Annual return | 15.86% | 37.53%-21.7pp | 292.57%-276.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,211 | $2,047+56.9% | $2,649+21.2% | $2,551+25.9% |
| Participant deferral / active EE | $2,202 | $2,914-24.4% | $4,123-46.6% | $4,139-46.8% |
| Admin fee / account holder | $2,932 | $4,643-36.9% | $5,150-43.1% | $7,234-59.5% |