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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 | $35,305 | $48,284-26.9% | $67,524-47.7% | $80,911-56.4% |
| Participation rate | 68.9% | 66.4%+2.5pp | 72.9%-4.0pp | 67.6%+1.3pp |
| Annual return | 17.19% | 18.27%-1.1pp | 3519.41%-3502.2pp | 35.63%-18.4pp |
| Employer contribution / active EE | $1,215 | $2,021-39.9% | $2,734-55.5% | $2,756-55.9% |
| Participant deferral / active EE | $2,183 | $2,927-25.4% | $4,001-45.4% | $4,297-49.2% |
| Admin fee / account holder | $3,183 | $3,688-13.7% | $4,001-20.4% | $6,935-54.1% |