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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 | $29,871 | $41,377-27.8% | $109,313-72.7% | $62,881-52.5% |
| Participation rate | 50.7% | 57.5%-6.8pp | 71.3%-20.5pp | 69.3%-18.6pp |
| Annual return | 7.74% | 11.05%-3.3pp | 22.07%-14.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,330 | $1,276+4.3% | $3,892-65.8% | $2,281-41.7% |
| Participant deferral / active EE | $1,646 | $2,045-19.5% | $3,166-48.0% | $3,203-48.6% |
| Admin fee / account holder | $327 | $2,884-88.7% | $5,666-94.2% | $4,296-92.4% |