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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 | $108,882-64.4% | $96,754-60.0% | $154,746-75.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 19.12% | 98.39%-79.3pp | 82.04%-62.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,248 | $3,018-25.5% | $2,679-16.1% | $4,379-48.7% |
| Participant deferral / active EE | $4,109 | $5,323-22.8% | $4,758-13.6% | $6,730-38.9% |
| Admin fee / account holder | $9,329 | $10,200-8.5% | $8,905+4.8% | $14,365-35.1% |