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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 | $30,445 | $45,152-32.6% | $73,845-58.8% | $59,632-48.9% |
| Participation rate | 68.0% | 64.0%+4.0pp | 73.4%-5.4pp | 68.7%-0.7pp |
| Annual return | 3.13% | 27.40%-24.3pp | 2267.91%-2264.8pp | 2041.32%-2038.2pp |
| Employer contribution / active EE | $2,859 | $1,902+50.4% | $2,788+2.6% | $2,203+29.8% |
| Participant deferral / active EE | $1,610 | $2,574-37.5% | $3,583-55.1% | $3,192-49.6% |
| Admin fee / account holder | $7,466 | $3,516+112.3% | $4,881+53.0% | $4,297+73.7% |