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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 | $102,393-73.0% | $147,041-81.2% | $80,911-65.8% |
| Participation rate | 62.2% | 75.9%-13.6pp | 82.2%-19.9pp | 67.6%-5.4pp |
| Annual return | 37.13% | 134.95%-97.8pp | 419.21%-382.1pp | 35.63%+1.5pp |
| Employer contribution / active EE | $2,816 | $3,715-24.2% | $4,935-42.9% | $2,756+2.2% |
| Participant deferral / active EE | $5,659 | $6,647-14.9% | $8,071-29.9% | $4,297+31.7% |
| Admin fee / account holder | $3,662 | $7,943-53.9% | $13,006-71.8% | $6,935-47.2% |