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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 | $94,031-62.1% | $115,768-69.2% | $82,448-56.8% |
| Participation rate | 65.4% | 70.4%-5.0pp | 74.4%-9.0pp | 68.1%-2.7pp |
| Annual return | 42.46% | 20.61%+21.9pp | 100.46%-58.0pp | 41.64%+0.8pp |
| Employer contribution / active EE | $2,092 | $2,323-9.9% | $2,940-28.8% | $2,551-18.0% |
| Participant deferral / active EE | $3,506 | $3,972-11.7% | $4,917-28.7% | $4,139-15.3% |
| Admin fee / account holder | $1,084 | $10,249-89.4% | $12,439-91.3% | $7,234-85.0% |