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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 | $35,171 | $53,128-33.8% | $86,582-59.4% | $70,126-49.8% |
| Participation rate | 59.6% | 65.3%-5.7pp | 73.5%-14.0pp | 69.5%-10.0pp |
| Annual return | 35.31% | 27.66%+7.6pp | 965.08%-929.8pp | 73.15%-37.8pp |
| Employer contribution / active EE | $839 | $2,068-59.4% | $2,839-70.4% | $2,343-64.2% |
| Participant deferral / active EE | $2,234 | $2,695-17.1% | $3,609-38.1% | $3,332-33.0% |
| Admin fee / account holder | $2,307 | $3,584-35.6% | $4,904-53.0% | $4,645-50.3% |