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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 | $48,327-26.9% | $67,575-47.8% | $80,935-56.4% |
| Participation rate | 68.9% | 66.4%+2.5pp | 72.9%-4.0pp | 67.7%+1.3pp |
| Annual return | 17.19% | 18.31%-1.1pp | 3528.98%-3511.8pp | 35.66%-18.5pp |
| Employer contribution / active EE | $1,215 | $2,022-39.9% | $2,736-55.6% | $2,757-55.9% |
| Participant deferral / active EE | $2,183 | $2,927-25.4% | $4,003-45.5% | $4,299-49.2% |
| Admin fee / account holder | $3,183 | $3,692-13.8% | $3,993-20.3% | $6,924-54.0% |