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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 | $30,840 | $78,428-60.7% | $95,960-67.9% | $79,852-61.4% |
| Participation rate | 68.9% | 73.5%-4.6pp | 77.1%-8.2pp | 69.6%-0.7pp |
| Annual return | 13.91% | 19.37%-5.5pp | 91.63%-77.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,224 | $1,945-37.1% | $2,541-51.8% | $2,471-50.5% |
| Participant deferral / active EE | $1,583 | $3,440-54.0% | $4,167-62.0% | $3,740-57.7% |
| Admin fee / account holder | $800 | $5,622-85.8% | $6,797-88.2% | $5,306-84.9% |