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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 | $35,054 | $51,638-32.1% | $129,406-72.9% | $80,959-56.7% |
| Participation rate | 57.7% | 56.9%+0.8pp | 69.6%-11.9pp | 67.7%-9.9pp |
| Annual return | 14.23% | 20.78%-6.6pp | 9468.18%-9454.0pp | 35.67%-21.4pp |
| Employer contribution / active EE | $817 | $1,584-48.4% | $4,155-80.3% | $2,757-70.4% |
| Participant deferral / active EE | $1,660 | $2,670-37.8% | $4,167-60.2% | $4,300-61.4% |
| Admin fee / account holder | $1,023 | $4,313-76.3% | $7,689-86.7% | $6,925-85.2% |