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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 | $32,991 | $65,704-49.8% | $94,229-65.0% | $59,633-44.7% |
| Participation rate | 67.3% | 72.1%-4.8pp | 78.8%-11.4pp | 68.7%-1.3pp |
| Annual return | -0.88% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,606 | $2,021-20.5% | $3,587-55.2% | $2,203-27.1% |
| Participant deferral / active EE | $1,513 | $3,143-51.9% | $4,320-65.0% | $3,192-52.6% |
| Admin fee / account holder | $663 | $4,265-84.4% | $6,269-89.4% | $4,297-84.6% |