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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 | $35,403 | $89,370-60.4% | $141,197-74.9% | $72,976-51.5% |
| Participation rate | 65.9% | 75.1%-9.2pp | 82.5%-16.6pp | 69.5%-3.6pp |
| Annual return | 29.93% | 111.88%-81.9pp | 71.41%-41.5pp | 81.02%-51.1pp |
| Employer contribution / active EE | $1,635 | $3,115-47.5% | $4,736-65.5% | $2,440-33.0% |
| Participant deferral / active EE | $3,674 | $5,419-32.2% | $6,710-45.3% | $3,608+1.8% |
| Admin fee / account holder | $3,865 | $5,957-35.1% | $10,265-62.3% | $5,124-24.6% |