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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 | $39,718 | $48,011-17.3% | $63,803-37.7% | $82,637-51.9% |
| Participation rate | 65.7% | 66.6%-0.9pp | 72.7%-7.0pp | 68.1%-2.4pp |
| Annual return | 12.91% | 19.84%-6.9pp | 543.72%-530.8pp | 53.51%-40.6pp |
| Employer contribution / active EE | $972 | $1,904-48.9% | $2,532-61.6% | $2,552-61.9% |
| Participant deferral / active EE | $3,358 | $2,846+18.0% | $3,843-12.6% | $4,126-18.6% |
| Admin fee / account holder | $5,674 | $3,873+46.5% | $5,196+9.2% | $7,339-22.7% |