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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 | $29,389 | $106,280-72.3% | $96,538-69.6% | $139,487-78.9% |
| Participation rate | 60.9% | 77.8%-17.0pp | 74.3%-13.5pp | 80.3%-19.5pp |
| Annual return | 37.86% | 38.48%-0.6pp | 35.74%+2.1pp | 373.84%-336.0pp |
| Employer contribution / active EE | $2,255 | $4,107-45.1% | $3,740-39.7% | $4,755-52.6% |
| Participant deferral / active EE | $3,017 | $5,457-44.7% | $4,880-38.2% | $6,713-55.1% |
| Admin fee / account holder | $890 | $7,888-88.7% | $6,737-86.8% | $11,407-92.2% |