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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 | $30,480 | $84,236-63.8% | $170,435-82.1% | $70,126-56.5% |
| Participation rate | 60.8% | 70.8%-10.0pp | 83.6%-22.8pp | 69.5%-8.8pp |
| Annual return | 14.99% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,530 | $3,387-54.8% | $5,432-71.8% | $2,343-34.7% |
| Participant deferral / active EE | $2,389 | $3,086-22.6% | $4,939-51.6% | $3,332-28.3% |
| Admin fee / account holder | $3,292 | $5,698-42.2% | $13,881-76.3% | $4,645-29.1% |