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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 | $34,536 | $39,162-11.8% | $100,671-65.7% | $59,633-42.1% |
| Participation rate | 68.8% | 55.9%+12.9pp | 70.7%-2.0pp | 68.7%+0.1pp |
| Annual return | -0.38% | 21.07%-21.5pp | 20.43%-20.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,256 | $1,151+9.2% | $4,012-68.7% | $2,203-43.0% |
| Participant deferral / active EE | $1,914 | $1,992-3.9% | $3,144-39.1% | $3,192-40.0% |
| Admin fee / account holder | $1,430 | $2,969-51.9% | $4,850-70.5% | $4,297-66.7% |