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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 | $38,598 | $51,604-25.2% | $129,295-70.1% | $80,874-52.3% |
| Participation rate | 56.5% | 57.0%-0.5pp | 69.6%-13.1pp | 67.6%-11.1pp |
| Annual return | 16.11% | 20.76%-4.7pp | 9429.28%-9413.2pp | 35.62%-19.5pp |
| Employer contribution / active EE | $966 | $1,585-39.1% | $4,157-76.8% | $2,756-65.0% |
| Participant deferral / active EE | $3,382 | $2,670+26.7% | $4,169-18.9% | $4,297-21.3% |
| Admin fee / account holder | $6,028 | $4,310+39.9% | $7,665-21.4% | $6,935-13.1% |