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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 | $38,765 | $78,423-50.6% | $95,964-59.6% | $79,856-51.5% |
| Participation rate | 63.6% | 73.5%-9.9pp | 77.1%-13.4pp | 69.6%-6.0pp |
| Annual return | 13.48% | 19.37%-5.9pp | 91.64%-78.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $934 | $1,945-52.0% | $2,541-63.3% | $2,471-62.2% |
| Participant deferral / active EE | $1,892 | $3,440-45.0% | $4,167-54.6% | $3,741-49.4% |
| Admin fee / account holder | $510 | $5,622-90.9% | $6,797-92.5% | $5,306-90.4% |