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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 | $30,598 | $62,672-51.2% | $185,117-83.5% | $70,126-56.4% |
| Participation rate | 66.7% | 63.8%+2.9pp | 77.3%-10.6pp | 69.5%-2.9pp |
| Annual return | 18.81% | 40.79%-22.0pp | 40.50%-21.7pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,066 | $1,753-39.2% | $4,182-74.5% | $2,343-54.5% |
| Participant deferral / active EE | $2,231 | $3,272-31.8% | $5,045-55.8% | $3,332-33.0% |
| Admin fee / account holder | $862 | $3,932-78.1% | $8,159-89.4% | $4,645-81.5% |