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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 | $31,574 | $78,690-59.9% | $161,489-80.4% | $87,485-63.9% |
| Participation rate | 64.6% | 67.5%-2.9pp | 78.7%-14.1pp | 68.9%-4.3pp |
| Annual return | 35.61% | 32.74%+2.9pp | 89.72%-54.1pp | 26.06%+9.6pp |
| Employer contribution / active EE | $1,599 | $2,588-38.2% | $4,268-62.5% | $2,596-38.4% |
| Participant deferral / active EE | $3,966 | $3,311+19.8% | $5,630-29.6% | $4,274-7.2% |
| Admin fee / account holder | $3,852 | $6,724-42.7% | $16,006-75.9% | $7,775-50.5% |