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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 | $30,425 | $72,492-58.0% | $87,104-65.1% | $72,975-58.3% |
| Participation rate | 62.9% | 72.8%-10.0pp | 76.9%-14.0pp | 69.5%-6.6pp |
| Annual return | 18.94% | 24.46%-5.5pp | 28.19%-9.3pp | 81.01%-62.1pp |
| Employer contribution / active EE | $1,028 | $1,894-45.7% | $2,521-59.2% | $2,440-57.9% |
| Participant deferral / active EE | $2,180 | $3,270-33.3% | $4,048-46.1% | $3,608-39.6% |
| Admin fee / account holder | $2,410 | $5,055-52.3% | $7,491-67.8% | $5,124-53.0% |