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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 | $36,021 | $98,776-63.5% | $149,745-75.9% | $79,856-54.9% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.1pp |
| Annual return | 25.02% | 27.38%-2.4pp | 276.72%-251.7pp | 31.71%-6.7pp |
| Employer contribution / active EE | $2,191 | $3,217-31.9% | $4,646-52.8% | $2,471-11.3% |
| Participant deferral / active EE | $4,610 | $5,681-18.9% | $6,843-32.6% | $3,741+23.2% |
| Admin fee / account holder | $1,567 | $6,053-74.1% | $9,312-83.2% | $5,306-70.5% |