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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 | $33,978 | $46,599-27.1% | $64,101-47.0% | $75,173-54.8% |
| Participation rate | 55.9% | 65.9%-10.1pp | 72.3%-16.4pp | 67.2%-11.3pp |
| Annual return | 18.28% | 26.06%-7.8pp | 33.72%-15.4pp | 160.72%-142.4pp |
| Employer contribution / active EE | $2,062 | $1,975+4.4% | $2,749-25.0% | $2,671-22.8% |
| Participant deferral / active EE | $3,938 | $2,837+38.8% | $3,881+1.5% | $4,126-4.6% |
| Admin fee / account holder | $605 | $2,956-79.5% | $3,070-80.3% | $5,651-89.3% |