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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 | $29,141 | $40,275-27.6% | $57,356-49.2% | $59,633-51.1% |
| Participation rate | 65.2% | 69.1%-3.9pp | 75.1%-9.9pp | 68.7%-3.5pp |
| Annual return | 1.56% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $2,610 | $1,921+35.8% | $2,689-2.9% | $2,203+18.5% |
| Participant deferral / active EE | $1,886 | $2,400-21.4% | $3,162-40.3% | $3,192-40.9% |
| Admin fee / account holder | $1,110 | $2,820-60.6% | $3,357-66.9% | $4,297-74.2% |