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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 | $32,590 | $74,535-56.3% | $100,712-67.6% | $82,637-60.6% |
| Participation rate | 58.7% | 61.2%-2.5pp | 69.3%-10.6pp | 68.1%-9.4pp |
| Annual return | 17.59% | 18.92%-1.3pp | 33.27%-15.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,975 | $1,503+31.4% | $2,313-14.6% | $2,552-22.6% |
| Participant deferral / active EE | $5,451 | $3,074+77.3% | $4,085+33.4% | $4,126+32.1% |
| Admin fee / account holder | $373 | $6,576-94.3% | $9,256-96.0% | $7,339-94.9% |