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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 | $33,776 | $88,672-61.9% | $105,223-67.9% | $82,448-59.0% |
| Participation rate | 63.5% | 67.9%-4.4pp | 75.0%-11.6pp | 68.1%-4.6pp |
| Annual return | 19.69% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,178 | $3,048-28.5% | $3,689-40.9% | $2,551-14.6% |
| Participant deferral / active EE | $3,355 | $4,036-16.9% | $5,072-33.9% | $4,139-19.0% |
| Admin fee / account holder | $307 | $7,146-95.7% | $8,859-96.5% | $7,234-95.8% |