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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 | $29,088 | $55,684-47.8% | $75,900-61.7% | $72,976-60.1% |
| Participation rate | 63.4% | 61.1%+2.3pp | 69.3%-5.9pp | 69.5%-6.1pp |
| Annual return | 21.43% | 27.60%-6.2pp | 30.73%-9.3pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,457 | $1,687-13.6% | $2,501-41.8% | $2,440-40.3% |
| Participant deferral / active EE | $1,442 | $2,634-45.3% | $3,604-60.0% | $3,608-60.0% |
| Admin fee / account holder | $3,397 | $3,981-14.7% | $5,421-37.3% | $5,124-33.7% |