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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 | $31,972 | $75,541-57.7% | $152,093-79.0% | $82,637-61.3% |
| Participation rate | 45.9% | 66.5%-20.6pp | 77.8%-31.9pp | 68.1%-22.2pp |
| Annual return | 25.42% | 32.56%-7.1pp | 66.36%-40.9pp | 53.51%-28.1pp |
| Employer contribution / active EE | $1,389 | $2,622-47.0% | $4,175-66.7% | $2,552-45.6% |
| Participant deferral / active EE | $3,002 | $3,206-6.4% | $5,451-44.9% | $4,126-27.2% |
| Admin fee / account holder | $7,247 | $6,405+13.2% | $14,497-50.0% | $7,339-1.2% |