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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 | $86,050-65.4% | $189,758-84.3% | $94,015-68.3% |
| Participation rate | 68.6% | 68.9%-0.3pp | 79.8%-11.2pp | 70.8%-2.2pp |
| Annual return | 15.54% | 17.77%-2.2pp | 52.62%-37.1pp | 17.84%-2.3pp |
| Employer contribution / active EE | $1,518 | $2,819-46.2% | $4,767-68.2% | $2,790-45.6% |
| Participant deferral / active EE | $1,295 | $3,349-61.3% | $5,856-77.9% | $4,249-69.5% |
| Admin fee / account holder | $2,410 | $6,627-63.6% | $20,388-88.2% | $8,951-73.1% |