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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 | $30,487 | $63,703-52.1% | $93,063-67.2% | $82,448-63.0% |
| Participation rate | 56.7% | 63.8%-7.2pp | 72.1%-15.4pp | 68.1%-11.4pp |
| Annual return | 18.90% | -775.43%+794.3pp | 34.15%-15.3pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,119 | $1,729-35.3% | $2,476-54.8% | $2,551-56.1% |
| Participant deferral / active EE | $2,267 | $2,919-22.3% | $3,958-42.7% | $4,139-45.2% |
| Admin fee / account holder | $3,166 | $5,982-47.1% | $6,033-47.5% | $7,234-56.2% |