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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 | $29,791 | $78,690-62.1% | $161,489-81.6% | $87,485-65.9% |
| Participation rate | 68.6% | 67.5%+1.1pp | 78.7%-10.1pp | 68.9%-0.4pp |
| Annual return | 15.54% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,518 | $2,588-41.4% | $4,268-64.4% | $2,596-41.5% |
| Participant deferral / active EE | $1,295 | $3,311-60.9% | $5,630-77.0% | $4,274-69.7% |
| Admin fee / account holder | $2,410 | $6,724-64.2% | $16,006-84.9% | $7,775-69.0% |