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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 | $49,976-29.9% | $66,674-47.5% | $82,637-57.6% |
| Participation rate | 63.1% | 63.1%0pp | 73.7%-10.6pp | 68.1%-5.0pp |
| Annual return | 15.86% | 39.09%-23.2pp | 321.24%-305.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $3,211 | $1,988+61.5% | $2,620+22.6% | $2,552+25.8% |
| Participant deferral / active EE | $2,202 | $2,847-22.6% | $4,084-46.1% | $4,126-46.6% |
| Admin fee / account holder | $2,932 | $4,594-36.2% | $5,098-42.5% | $7,339-60.1% |