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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 | $30,999 | $71,208-56.5% | $93,681-66.9% | $80,911-61.7% |
| Participation rate | 64.8% | 60.4%+4.4pp | 68.7%-3.9pp | 67.6%-2.8pp |
| Annual return | 10.15% | 11.27%-1.1pp | 133.47%-123.3pp | 35.63%-25.5pp |
| Employer contribution / active EE | $1,051 | $1,564-32.8% | $2,422-56.6% | $2,756-61.9% |
| Participant deferral / active EE | $1,519 | $4,035-62.3% | $4,415-65.6% | $4,297-64.6% |
| Admin fee / account holder | $2,386 | $6,951-65.7% | $8,290-71.2% | $6,935-65.6% |