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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 | $58,275-53.1% | $81,844-66.6% | $80,935-66.2% |
| Participation rate | 69.5% | 63.5%+6.0pp | 72.4%-2.9pp | 67.7%+1.8pp |
| Annual return | 35.87% | 41.82%-5.9pp | 778.87%-743.0pp | 35.66%+0.2pp |
| Employer contribution / active EE | $1,544 | $2,346-34.2% | $2,916-47.0% | $2,757-44.0% |
| Participant deferral / active EE | $2,474 | $3,285-24.7% | $4,323-42.8% | $4,299-42.5% |
| Admin fee / account holder | $7,610 | $4,749+60.3% | $7,355+3.5% | $6,924+9.9% |