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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 | $35,215 | $83,485-57.8% | $125,192-71.9% | $72,975-51.7% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.5%-9.5pp |
| Annual return | 21.77% | 25.77%-4.0pp | 43.79%-22.0pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,077 | $2,346-11.5% | $3,866-46.3% | $2,440-14.9% |
| Participant deferral / active EE | $2,930 | $3,586-18.3% | $4,937-40.7% | $3,608-18.8% |
| Admin fee / account holder | $1,388 | $5,518-74.8% | $9,704-85.7% | $5,124-72.9% |