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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 | $64,920-46.1% | $103,693-66.2% | $86,983-59.7% |
| Participation rate | 63.1% | 63.6%-0.5pp | 72.6%-9.6pp | 69.5%-6.5pp |
| Annual return | 15.86% | 30.29%-14.4pp | 47.61%-31.7pp | 25.83%-10.0pp |
| Employer contribution / active EE | $3,211 | $2,141+50.0% | $2,920+10.0% | $2,584+24.2% |
| Participant deferral / active EE | $2,202 | $3,241-32.1% | $4,579-51.9% | $4,194-47.5% |
| Admin fee / account holder | $2,932 | $6,191-52.7% | $7,858-62.7% | $7,856-62.7% |