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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 | $34,948 | $88,672-60.6% | $105,223-66.8% | $82,448-57.6% |
| Participation rate | 68.8% | 67.9%+0.8pp | 75.0%-6.3pp | 68.1%+0.7pp |
| Annual return | 17.90% | 30.86%-13.0pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,488 | $3,048-18.4% | $3,689-32.5% | $2,551-2.5% |
| Participant deferral / active EE | $6,441 | $4,036+59.6% | $5,072+27.0% | $4,139+55.6% |
| Admin fee / account holder | $1,125 | $7,146-84.3% | $8,859-87.3% | $7,234-84.4% |