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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 | $34,805 | $110,337-68.5% | $102,383-66.0% | $145,877-76.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 27.36% | 24.83%+2.5pp | 24.94%+2.4pp | 551.28%-523.9pp |
| Employer contribution / active EE | $2,966 | $4,216-29.6% | $3,870-23.4% | $4,663-36.4% |
| Participant deferral / active EE | $6,243 | $5,621+11.1% | $5,060+23.4% | $6,691-6.7% |
| Admin fee / account holder | $3,701 | $9,750-62.0% | $8,391-55.9% | $13,402-72.4% |