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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 | $38,982 | $73,978-47.3% | $96,515-59.6% | $75,173-48.1% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 22.52% | 26.72%-4.2pp | 35.73%-13.2pp | 160.72%-138.2pp |
| Employer contribution / active EE | $2,294 | $2,931-21.7% | $3,740-38.7% | $2,671-14.1% |
| Participant deferral / active EE | $4,675 | $3,660+27.7% | $4,880-4.2% | $4,126+13.3% |
| Admin fee / account holder | $11,726 | $5,219+124.7% | $6,735+74.1% | $5,651+107.5% |