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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 | $27,661 | $102,422-73.0% | $147,117-81.2% | $80,959-65.8% |
| Participation rate | 62.2% | 75.9%-13.7pp | 82.2%-20.0pp | 67.7%-5.4pp |
| Annual return | 37.13% | 135.16%-98.0pp | 420.54%-383.4pp | 35.67%+1.5pp |
| Employer contribution / active EE | $2,816 | $3,717-24.3% | $4,932-42.9% | $2,757+2.1% |
| Participant deferral / active EE | $5,659 | $6,652-14.9% | $8,065-29.8% | $4,300+31.6% |
| Admin fee / account holder | $3,662 | $7,953-54.0% | $12,993-71.8% | $6,925-47.1% |