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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 | $101,618-68.1% | $93,063-65.1% | $137,256-76.3% |
| Participation rate | 64.7% | 74.9%-10.2pp | 72.1%-7.4pp | 80.0%-15.3pp |
| Annual return | 16.23% | 223.95%-207.7pp | 34.15%-17.9pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,353 | $2,707-13.1% | $2,476-5.0% | $4,156-43.4% |
| Participant deferral / active EE | $846 | $4,279-80.2% | $3,958-78.6% | $6,407-86.8% |
| Admin fee / account holder | $5,914 | $6,198-4.6% | $6,033-2.0% | $12,270-51.8% |