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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 | $55,751 | $51,638+8.0% | $129,406-56.9% | $80,959-31.1% |
| Participation rate | 40.0% | 56.9%-16.9pp | 69.6%-29.6pp | 67.7%-27.7pp |
| Annual return | 11.69% | 20.78%-9.1pp | 9468.18%-9456.5pp | 35.67%-24.0pp |
| Employer contribution / active EE | $327 | $1,584-79.3% | $4,155-92.1% | $2,757-88.1% |
| Participant deferral / active EE | $3,338 | $2,670+25.0% | $4,167-19.9% | $4,300-22.4% |
| Admin fee / account holder | $2,974 | $4,313-31.1% | $7,689-61.3% | $6,925-57.1% |