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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 | $29,581 | $87,733-66.3% | $106,555-72.2% | $85,847-65.5% |
| Participation rate | 64.5% | 71.9%-7.4pp | 76.1%-11.6pp | 69.3%-4.8pp |
| Annual return | 26.48% | 21.86%+4.6pp | 26.80%-0.3pp | 318.61%-292.1pp |
| Employer contribution / active EE | $2,005 | $2,073-3.3% | $2,819-28.9% | $2,565-21.8% |
| Participant deferral / active EE | $4,150 | $3,469+19.6% | $4,399-5.7% | $3,952+5.0% |
| Admin fee / account holder | $1,724 | $6,767-74.5% | $7,408-76.7% | $6,261-72.5% |