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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 | $42,889 | $48,314-11.2% | $67,561-36.5% | $80,925-47.0% |
| Participation rate | 60.6% | 66.4%-5.8pp | 72.9%-12.3pp | 67.7%-7.1pp |
| Annual return | 18.43% | 18.28%+0.2pp | 3525.44%-3507.0pp | 35.65%-17.2pp |
| Employer contribution / active EE | $2,481 | $2,022+22.7% | $2,735-9.3% | $2,756-10.0% |
| Participant deferral / active EE | $4,363 | $2,927+49.1% | $4,003+9.0% | $4,299+1.5% |
| Admin fee / account holder | $2,633 | $3,690-28.6% | $4,006-34.3% | $6,940-62.1% |