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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 | $38,752 | $123,155-68.5% | $108,753-64.4% | $155,188-75.0% |
| Participation rate | 68.8% | 75.6%-6.9pp | 71.1%-2.3pp | 80.8%-12.1pp |
| Annual return | 34.58% | 44.73%-10.2pp | 37.47%-2.9pp | 148.84%-114.3pp |
| Employer contribution / active EE | $3,805 | $2,811+35.4% | $2,427+56.8% | $4,248-10.4% |
| Participant deferral / active EE | $4,907 | $4,623+6.1% | $4,115+19.3% | $6,531-24.9% |
| Admin fee / account holder | $4,946 | $12,126-59.2% | $10,320-52.1% | $14,480-65.8% |