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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 | $30,054 | $65,703-54.3% | $94,228-68.1% | $59,633-49.6% |
| Participation rate | 65.4% | 72.1%-6.7pp | 78.8%-13.4pp | 68.7%-3.3pp |
| Annual return | 1.59% | 5.22%-3.6pp | 10.68%-9.1pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $1,265 | $2,021-37.4% | $3,587-64.7% | $2,203-42.6% |
| Participant deferral / active EE | $1,553 | $3,143-50.6% | $4,320-64.1% | $3,192-51.3% |
| Admin fee / account holder | $5,659 | $4,264+32.7% | $6,269-9.7% | $4,297+31.7% |