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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 | $36,117 | $58,311-38.1% | $81,882-55.9% | $80,959-55.4% |
| Participation rate | 67.8% | 63.5%+4.3pp | 72.4%-4.6pp | 67.7%+0.1pp |
| Annual return | 15.55% | 41.85%-26.3pp | 779.47%-763.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,350 | $2,347+0.1% | $2,916-19.4% | $2,757-14.8% |
| Participant deferral / active EE | $2,229 | $3,287-32.2% | $4,323-48.4% | $4,300-48.2% |
| Admin fee / account holder | $1,501 | $4,752-68.4% | $7,360-79.6% | $6,925-78.3% |