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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 | $34,968 | $51,638-32.3% | $68,368-48.9% | $82,448-57.6% |
| Participation rate | 59.7% | 63.6%-3.9pp | 73.8%-14.0pp | 68.1%-8.3pp |
| Annual return | 15.44% | 37.53%-22.1pp | 292.57%-277.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,304 | $2,047+12.6% | $2,649-13.0% | $2,551-9.7% |
| Participant deferral / active EE | $1,634 | $2,914-43.9% | $4,123-60.4% | $4,139-60.5% |
| Admin fee / account holder | $1,916 | $4,643-58.7% | $5,150-62.8% | $7,234-73.5% |