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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 | $30,900 | $86,940-64.5% | $102,434-69.8% | $80,935-61.8% |
| Participation rate | 69.0% | 72.4%-3.3pp | 76.5%-7.5pp | 67.7%+1.4pp |
| Annual return | 17.93% | 18.89%-1.0pp | 29.46%-11.5pp | 35.66%-17.7pp |
| Employer contribution / active EE | $2,139 | $2,370-9.7% | $3,023-29.3% | $2,757-22.4% |
| Participant deferral / active EE | $3,634 | $4,121-11.8% | $5,055-28.1% | $4,299-15.5% |
| Admin fee / account holder | $2,146 | $8,047-73.3% | $9,462-77.3% | $6,924-69.0% |