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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 | $30,152 | $81,331-62.9% | $155,534-80.6% | $80,935-62.7% |
| Participation rate | 58.5% | 66.3%-7.7pp | 78.2%-19.7pp | 67.7%-9.1pp |
| Annual return | 14.53% | 33.37%-18.8pp | 64.92%-50.4pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,879 | $3,105-39.5% | $4,675-59.8% | $2,757-31.8% |
| Participant deferral / active EE | $3,300 | $3,454-4.5% | $5,630-41.4% | $4,299-23.2% |
| Admin fee / account holder | $691 | $7,999-91.4% | $15,900-95.7% | $6,924-90.0% |