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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 | $33,297 | $93,617-64.4% | $135,982-75.5% | $75,177-55.7% |
| Participation rate | 64.9% | 75.2%-10.3pp | 81.9%-17.0pp | 67.2%-2.3pp |
| Annual return | 26.50% | 30.89%-4.4pp | 68.32%-41.8pp | 160.75%-134.3pp |
| Employer contribution / active EE | $2,592 | $3,538-26.7% | $4,859-46.7% | $2,671-3.0% |
| Participant deferral / active EE | $5,208 | $6,406-18.7% | $7,760-32.9% | $4,126+26.2% |
| Admin fee / account holder | $2,107 | $6,980-69.8% | $10,767-80.4% | $5,651-62.7% |