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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 | $32,467 | $102,938-68.5% | $94,105-65.5% | $138,895-76.6% |
| Participation rate | 64.7% | 74.6%-9.9pp | 71.9%-7.2pp | 79.9%-15.2pp |
| Annual return | 16.23% | 250.28%-234.1pp | 204.55%-188.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,353 | $2,732-13.9% | $2,504-6.0% | $4,194-43.9% |
| Participant deferral / active EE | $846 | $4,196-79.8% | $3,881-78.2% | $6,396-86.8% |
| Admin fee / account holder | $5,914 | $6,600-10.4% | $6,199-4.6% | $12,562-52.9% |