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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 | $27,123 | $90,486-70.0% | $78,676-65.5% | $273,972-90.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 4.47% | 75.62%-71.2pp | 62.19%-57.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,806 | $3,175-43.1% | $2,850-36.6% | $4,869-62.9% |
| Participant deferral / active EE | $3,779 | $3,901-3.1% | $3,517+7.5% | $5,287-28.5% |
| Admin fee / account holder | $3,020 | $5,263-42.6% | $4,510-33.0% | $10,133-70.2% |