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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 | $49,976-30.0% | $66,674-47.6% | $82,637-57.7% |
| Participation rate | 59.7% | 63.1%-3.4pp | 73.7%-13.9pp | 68.1%-8.3pp |
| Annual return | 15.44% | 39.09%-23.7pp | 321.24%-305.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,304 | $1,988+15.9% | $2,620-12.1% | $2,552-9.7% |
| Participant deferral / active EE | $1,634 | $2,847-42.6% | $4,084-60.0% | $4,126-60.4% |
| Admin fee / account holder | $1,916 | $4,594-58.3% | $5,098-62.4% | $7,339-73.9% |