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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 | $29,460 | $52,911-44.3% | $73,309-59.8% | $59,633-50.6% |
| Participation rate | 59.2% | 68.2%-9.0pp | 74.9%-15.7pp | 68.7%-9.5pp |
| Annual return | 15.74% | 12.20%+3.5pp | 5.67%+10.1pp | 2041.40%-2025.7pp |
| Employer contribution / active EE | $541 | $1,909-71.6% | $3,237-83.3% | $2,203-75.4% |
| Participant deferral / active EE | $2,287 | $4,069-43.8% | $4,991-54.2% | $3,192-28.4% |
| Admin fee / account holder | $5,556 | $3,835+44.9% | $5,635-1.4% | $4,297+29.3% |