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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 | $30,179 | $73,863-59.1% | $143,797-79.0% | $68,490-55.9% |
| Participation rate | 63.2% | 66.7%-3.4pp | 80.3%-17.1pp | 67.9%-4.7pp |
| Annual return | 1.32% | 0.91%+0.4pp | -0.04%+1.4pp | -7.85%+9.2pp |
| Employer contribution / active EE | $1,520 | $3,185-52.3% | $4,952-69.3% | $2,597-41.5% |
| Participant deferral / active EE | $2,915 | $3,385-13.9% | $5,638-48.3% | $4,028-27.6% |
| Admin fee / account holder | $8,234 | $5,756+43.1% | $14,679-43.9% | $5,403+52.4% |