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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 | $41,771 | $61,815-32.4% | $97,295-57.1% | $80,959-48.4% |
| Participation rate | 69.2% | 63.5%+5.8pp | 72.7%-3.4pp | 67.7%+1.6pp |
| Annual return | 13.52% | -558.73%+572.2pp | 75.62%-62.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,916 | $1,836+4.3% | $2,723-29.6% | $2,757-30.5% |
| Participant deferral / active EE | $3,158 | $3,027+4.3% | $4,264-25.9% | $4,300-26.6% |
| Admin fee / account holder | $644 | $5,166-87.5% | $5,646-88.6% | $6,925-90.7% |