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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 | $67,132 | $67,823-1.0% | $52,425+28.1% | $137,256-51.1% |
| Participation rate | 35.7% | 63.9%-28.2pp | 55.6%-19.9pp | 80.0%-44.2pp |
| Annual return | 17.76% | 219.11%-201.3pp | 302.12%-284.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $825 | $1,163-29.0% | $914-9.7% | $4,156-80.1% |
| Participant deferral / active EE | $4,034 | $2,288+76.3% | $1,790+125.3% | $6,407-37.0% |
| Admin fee / account holder | $623 | $2,844-78.1% | $2,495-75.0% | $12,270-94.9% |