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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 | $68,635 | $106,247-35.4% | $96,515-28.9% | $139,466-50.8% |
| Participation rate | 35.3% | 77.8%-42.5pp | 74.3%-39.1pp | 80.3%-45.0pp |
| Annual return | 44.54% | 38.47%+6.1pp | 35.73%+8.8pp | 373.66%-329.1pp |
| Employer contribution / active EE | $1,580 | $4,106-61.5% | $3,740-57.7% | $4,754-66.8% |
| Participant deferral / active EE | $3,939 | $5,456-27.8% | $4,880-19.3% | $6,712-41.3% |
| Admin fee / account holder | $384 | $7,885-95.1% | $6,735-94.3% | $11,409-96.6% |