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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 | $31,368 | $124,425-74.8% | $112,040-72.0% | $137,256-77.1% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.5%-13.3pp | 80.0%-16.8pp |
| Annual return | 31.43% | 24.72%+6.7pp | 24.52%+6.9pp | 220.34%-188.9pp |
| Employer contribution / active EE | $1,961 | $3,411-42.5% | $2,954-33.6% | $4,156-52.8% |
| Participant deferral / active EE | $3,556 | $5,718-37.8% | $5,098-30.2% | $6,407-44.5% |
| Admin fee / account holder | $1,170 | $15,207-92.3% | $12,098-90.3% | $12,270-90.5% |