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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 | $41,407 | $88,672-53.3% | $105,223-60.6% | $82,448-49.8% |
| Participation rate | 65.1% | 67.9%-2.8pp | 75.0%-9.9pp | 68.1%-3.0pp |
| Annual return | 16.56% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,852 | $3,048-39.2% | $3,689-49.8% | $2,551-27.4% |
| Participant deferral / active EE | $3,784 | $4,036-6.2% | $5,072-25.4% | $4,139-8.6% |
| Admin fee / account holder | $3,378 | $7,146-52.7% | $8,859-61.9% | $7,234-53.3% |