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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 | $211,105-82.6% | $178,449-79.4% | $145,978-74.8% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 18.03% | 30.19%-12.2pp | 27.09%-9.1pp | 550.52%-532.5pp |
| Employer contribution / active EE | $2,129 | $4,569-53.4% | $3,951-46.1% | $4,662-54.3% |
| Participant deferral / active EE | $4,989 | $6,959-28.3% | $6,277-20.5% | $6,690-25.4% |
| Admin fee / account holder | $499 | $12,017-95.9% | $10,362-95.2% | $13,400-96.3% |