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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 | $37,897 | $83,337-54.5% | $67,834-44.1% | $273,972-86.2% |
| Participation rate | 60.0% | 76.4%-16.4pp | 68.8%-8.8pp | 83.0%-23.0pp |
| Annual return | 6.45% | 259.45%-253.0pp | 138.47%-132.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,692 | $3,287+12.3% | $2,403+53.6% | $4,869-24.2% |
| Participant deferral / active EE | $5,793 | $4,088+41.7% | $3,160+83.3% | $5,287+9.6% |
| Admin fee / account holder | $598 | $6,752-91.1% | $4,622-87.1% | $10,133-94.1% |