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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 | $35,653 | $97,648-63.5% | $121,663-70.7% | $87,485-59.2% |
| Participation rate | 65.4% | 70.5%-5.1pp | 74.5%-9.1pp | 68.9%-3.5pp |
| Annual return | 42.46% | 18.03%+24.4pp | 147.54%-105.1pp | 26.06%+16.4pp |
| Employer contribution / active EE | $2,092 | $2,300-9.0% | $3,020-30.7% | $2,596-19.4% |
| Participant deferral / active EE | $3,506 | $3,923-10.6% | $4,887-28.3% | $4,274-18.0% |
| Admin fee / account holder | $1,084 | $11,100-90.2% | $14,289-92.4% | $7,775-86.1% |