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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 | $29,157 | $51,638-43.5% | $129,406-77.5% | $80,959-64.0% |
| Participation rate | 56.8% | 56.9%-0.1pp | 69.6%-12.8pp | 67.7%-10.8pp |
| Annual return | 11.88% | 20.78%-8.9pp | 9468.18%-9456.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,142 | $1,584-27.9% | $4,155-72.5% | $2,757-58.6% |
| Participant deferral / active EE | $3,515 | $2,670+31.7% | $4,167-15.6% | $4,300-18.3% |
| Admin fee / account holder | $1,214 | $4,313-71.8% | $7,689-84.2% | $6,925-82.5% |