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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 | $29,274 | $58,512-50.0% | $84,020-65.2% | $72,983-59.9% |
| Participation rate | 41.1% | 61.2%-20.1pp | 69.0%-27.9pp | 69.5%-28.4pp |
| Annual return | 30.04% | 28.93%+1.1pp | 71.31%-41.3pp | 81.01%-51.0pp |
| Employer contribution / active EE | $1,268 | $1,163+9.0% | $1,984-36.1% | $2,440-48.0% |
| Participant deferral / active EE | $2,250 | $2,394-6.0% | $3,239-30.5% | $3,608-37.6% |
| Admin fee / account holder | $797 | $4,569-82.6% | $6,101-86.9% | $5,124-84.4% |