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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 | $32,486 | $107,733-69.8% | $92,985-65.1% | $154,746-79.0% |
| Participation rate | 36.8% | 74.6%-37.7pp | 69.5%-32.6pp | 80.7%-43.9pp |
| Annual return | 99.63% | 30.39%+69.2pp | 27.99%+71.6pp | 172.34%-72.7pp |
| Employer contribution / active EE | $2,552 | $3,126-18.4% | $2,662-4.1% | $4,379-41.7% |
| Participant deferral / active EE | $3,744 | $5,053-25.9% | $4,377-14.5% | $6,730-44.4% |
| Admin fee / account holder | $943 | $11,369-91.7% | $9,463-90.0% | $14,365-93.4% |