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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 | $33,437 | $58,311-42.7% | $81,882-59.2% | $80,959-58.7% |
| Participation rate | 57.9% | 63.5%-5.6pp | 72.4%-14.5pp | 67.7%-9.8pp |
| Annual return | 23.50% | 41.85%-18.3pp | 779.47%-756.0pp | 35.67%-12.2pp |
| Employer contribution / active EE | $3,657 | $2,347+55.8% | $2,916+25.4% | $2,757+32.6% |
| Participant deferral / active EE | $4,891 | $3,287+48.8% | $4,323+13.1% | $4,300+13.7% |
| Admin fee / account holder | $6,395 | $4,752+34.6% | $7,360-13.1% | $6,925-7.7% |