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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 | $37,013 | $141,001-73.7% | $112,228-67.0% | $139,487-73.5% |
| Participation rate | 62.5% | 79.2%-16.7pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 13.36% | 32.75%-19.4pp | 30.23%-16.9pp | 373.84%-360.5pp |
| Employer contribution / active EE | $2,946 | $4,285-31.2% | $3,432-14.1% | $4,755-38.0% |
| Participant deferral / active EE | $2,522 | $5,877-57.1% | $4,800-47.5% | $6,713-62.4% |
| Admin fee / account holder | $13,680 | $9,959+37.4% | $7,752+76.5% | $11,407+19.9% |