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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 | $23,081 | $45,041-48.8% | $63,003-63.4% | $70,131-67.1% |
| Participation rate | 68.0% | 69.5%-1.5pp | 74.8%-6.8pp | 69.5%-1.5pp |
| Annual return | 32.48% | 18.76%+13.7pp | 87.59%-55.1pp | 73.14%-40.7pp |
| Employer contribution / active EE | $3,035 | $2,052+47.9% | $2,760+9.9% | $2,342+29.6% |
| Participant deferral / active EE | $7,543 | $2,465+206.0% | $3,329+126.6% | $3,332+126.4% |
| Admin fee / account holder | $4,405 | $2,836+55.4% | $3,600+22.4% | $4,645-5.2% |