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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 | $32,487 | $45,050-27.9% | $63,018-48.4% | $70,126-53.7% |
| Participation rate | 66.7% | 69.5%-2.8pp | 74.8%-8.1pp | 69.5%-2.9pp |
| Annual return | 16.49% | 18.76%-2.3pp | 87.62%-71.1pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,423 | $2,052-30.6% | $2,761-48.5% | $2,343-39.3% |
| Participant deferral / active EE | $2,883 | $2,466+16.9% | $3,330-13.4% | $3,332-13.5% |
| Admin fee / account holder | $3,122 | $2,834+10.2% | $3,601-13.3% | $4,645-32.8% |