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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 | $56,999 | $58,311-2.2% | $81,882-30.4% | $80,959-29.6% |
| Participation rate | 63.4% | 63.5%-0.1pp | 72.4%-9.0pp | 67.7%-4.3pp |
| Annual return | 16.33% | 41.85%-25.5pp | 779.47%-763.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $2,434 | $2,347+3.7% | $2,916-16.5% | $2,757-11.7% |
| Participant deferral / active EE | $6,982 | $3,287+112.4% | $4,323+61.5% | $4,300+62.4% |
| Admin fee / account holder | $2,498 | $4,752-47.4% | $7,360-66.1% | $6,925-63.9% |