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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 | $38,728 | $97,125-60.1% | $86,233-55.1% | $137,256-71.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 19.12% | 74.19%-55.1pp | 61.39%-42.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,248 | $2,841-20.9% | $2,504-10.2% | $4,156-45.9% |
| Participant deferral / active EE | $4,109 | $5,180-20.7% | $4,559-9.9% | $6,407-35.9% |
| Admin fee / account holder | $9,329 | $9,725-4.1% | $8,342+11.8% | $12,270-24.0% |