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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 | $36,720 | $211,288-82.6% | $178,540-79.4% | $145,884-74.8% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 18.03% | 30.27%-12.2pp | 27.15%-9.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $2,129 | $4,574-53.5% | $3,953-46.1% | $4,662-54.3% |
| Participant deferral / active EE | $4,989 | $6,967-28.4% | $6,281-20.6% | $6,690-25.4% |
| Admin fee / account holder | $499 | $12,105-95.9% | $10,424-95.2% | $13,392-96.3% |