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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 | $30,335 | $50,958-40.5% | $74,552-59.3% | $64,181-52.7% |
| Participation rate | 64.1% | 61.1%+3.0pp | 69.1%-5.1pp | 69.6%-5.5pp |
| Annual return | -6.71% | -1.86%-4.9pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,212 | $1,115+8.6% | $1,961-38.2% | $2,381-49.1% |
| Participant deferral / active EE | $2,315 | $2,301+0.6% | $3,108-25.5% | $3,470-33.3% |
| Admin fee / account holder | $5,895 | $4,223+39.6% | $5,060+16.5% | $4,887+20.6% |