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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 | $33,392 | $72,177-53.7% | $115,038-71.0% | $59,633-44.0% |
| Participation rate | 64.9% | 72.6%-7.7pp | 81.4%-16.5pp | 68.7%-3.8pp |
| Annual return | 17.41% | 12.02%+5.4pp | 26.14%-8.7pp | 2041.45%-2024.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,741 | $4,783+20.0% | $6,026-4.7% | $3,192+79.9% |
| Admin fee / account holder | $1,047 | $4,927-78.7% | $8,175-87.2% | $4,297-75.6% |