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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 | $40,957 | $102,245-59.9% | $89,340-54.2% | $137,256-70.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 20.64% | 21.89%-1.3pp | 20.57%+0.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,688 | $2,529+6.3% | $2,231+20.5% | $4,156-35.3% |
| Participant deferral / active EE | $6,445 | $4,436+45.3% | $3,823+68.6% | $6,407+0.6% |
| Admin fee / account holder | $1,214 | $8,085-85.0% | $6,704-81.9% | $12,270-90.1% |