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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 | $38,747 | $111,814-65.3% | $103,378-62.5% | $145,978-73.5% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 13.67% | 24.80%-11.1pp | 24.91%-11.2pp | 550.52%-536.8pp |
| Employer contribution / active EE | $2,812 | $4,215-33.3% | $3,870-27.3% | $4,662-39.7% |
| Participant deferral / active EE | $4,452 | $5,618-20.8% | $5,058-12.0% | $6,690-33.5% |
| Admin fee / account holder | $681 | $9,764-93.0% | $8,401-91.9% | $13,400-94.9% |