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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 | $89,532-59.3% | $103,431-64.8% | $80,911-55.0% |
| Participation rate | 60.0% | 76.0%-16.0pp | 80.5%-20.5pp | 67.6%-7.6pp |
| Annual return | 41.56% | 22.80%+18.8pp | 23.92%+17.6pp | 35.63%+5.9pp |
| Employer contribution / active EE | $3,178 | $4,023-21.0% | $4,678-32.1% | $2,756+15.3% |
| Participant deferral / active EE | $8,042 | $5,459+47.3% | $6,625+21.4% | $4,297+87.1% |
| Admin fee / account holder | $15,895 | $6,774+134.6% | $9,412+68.9% | $6,935+129.2% |