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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 | $38,843 | $102,638-62.2% | $81,991-52.6% | $158,966-75.6% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.3%-6.8pp | 82.0%-19.5pp |
| Annual return | 19.06% | 61.05%-42.0pp | 41.31%-22.3pp | 302.95%-283.9pp |
| Employer contribution / active EE | $2,189 | $3,241-32.5% | $2,498-12.4% | $4,762-54.0% |
| Participant deferral / active EE | $5,703 | $4,649+22.7% | $3,722+53.2% | $5,983-4.7% |
| Admin fee / account holder | $321 | $8,237-96.1% | $5,665-94.3% | $11,250-97.1% |