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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 | $35,432 | $72,486-51.1% | $87,103-59.3% | $72,976-51.4% |
| Participation rate | 64.9% | 72.8%-7.9pp | 76.9%-12.0pp | 69.5%-4.6pp |
| Annual return | 20.57% | 24.46%-3.9pp | 28.19%-7.6pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,416 | $1,894-25.2% | $2,521-43.8% | $2,440-42.0% |
| Participant deferral / active EE | $2,934 | $3,270-10.3% | $4,049-27.5% | $3,608-18.7% |
| Admin fee / account holder | $2,333 | $5,055-53.8% | $7,491-68.9% | $5,124-54.5% |