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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 | $27,352 | $58,258-53.1% | $81,820-66.6% | $80,925-66.2% |
| Participation rate | 69.5% | 63.5%+6.0pp | 72.4%-2.9pp | 67.7%+1.8pp |
| Annual return | 35.87% | 41.76%-5.9pp | 777.93%-742.1pp | 35.65%+0.2pp |
| Employer contribution / active EE | $1,544 | $2,345-34.2% | $2,915-47.0% | $2,756-44.0% |
| Participant deferral / active EE | $2,474 | $3,284-24.7% | $4,323-42.8% | $4,299-42.4% |
| Admin fee / account holder | $7,610 | $4,976+52.9% | $7,391+3.0% | $6,940+9.7% |