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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 | $28,930 | $51,222-43.5% | $70,544-59.0% | $75,173-61.5% |
| Participation rate | 32.9% | 61.0%-28.1pp | 68.4%-35.5pp | 67.2%-34.3pp |
| Annual return | 47.62% | 30.06%+17.6pp | 32.79%+14.8pp | 160.72%-113.1pp |
| Employer contribution / active EE | $1,545 | $1,827-15.4% | $2,976-48.1% | $2,671-42.2% |
| Participant deferral / active EE | $2,598 | $2,850-8.9% | $4,568-43.1% | $4,126-37.0% |
| Admin fee / account holder | $451 | $4,096-89.0% | $6,427-93.0% | $5,651-92.0% |