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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 | $124,980-69.0% | $108,359-64.2% | $154,746-75.0% |
| Participation rate | 68.8% | 75.2%-6.4pp | 70.1%-1.4pp | 80.7%-12.0pp |
| Annual return | 34.58% | 45.00%-10.4pp | 36.89%-2.3pp | 172.34%-137.8pp |
| Employer contribution / active EE | $3,805 | $2,851+33.5% | $2,399+58.6% | $4,379-13.1% |
| Participant deferral / active EE | $4,907 | $4,743+3.5% | $4,137+18.6% | $6,730-27.1% |
| Admin fee / account holder | $4,946 | $11,502-57.0% | $9,741-49.2% | $14,365-65.6% |