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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 | $28,441 | $45,079-36.9% | $69,461-59.1% | $72,983-61.0% |
| Participation rate | 62.9% | 68.5%-5.6pp | 74.6%-11.7pp | 69.5%-6.6pp |
| Annual return | 29.17% | 22.65%+6.5pp | 28.97%+0.2pp | 81.01%-51.8pp |
| Employer contribution / active EE | $1,754 | $2,055-14.6% | $2,779-36.9% | $2,440-28.1% |
| Participant deferral / active EE | $2,170 | $2,603-16.6% | $3,536-38.6% | $3,608-39.9% |
| Admin fee / account holder | $1,350 | $3,056-55.8% | $3,840-64.8% | $5,124-73.7% |