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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 | $36,397 | $89,515-59.3% | $103,486-64.8% | $80,935-55.0% |
| Participation rate | 60.0% | 76.0%-16.0pp | 80.5%-20.5pp | 67.7%-7.7pp |
| Annual return | 41.56% | 22.82%+18.7pp | 23.93%+17.6pp | 35.66%+5.9pp |
| Employer contribution / active EE | $3,178 | $4,015-20.9% | $4,679-32.1% | $2,757+15.3% |
| Participant deferral / active EE | $8,042 | $5,463+47.2% | $6,628+21.3% | $4,299+87.0% |
| Admin fee / account holder | $15,895 | $6,527+143.5% | $9,354+69.9% | $6,924+129.5% |