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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 | $31,310 | $52,678-40.6% | $75,784-58.7% | $59,633-47.5% |
| Participation rate | 67.7% | 67.2%+0.5pp | 75.8%-8.1pp | 68.7%-0.9pp |
| Annual return | -0.34% | 2.95%-3.3pp | 9.68%-10.0pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $3,602 | $2,193+64.2% | $3,323+8.4% | $2,203+63.5% |
| Participant deferral / active EE | $1,532 | $2,591-40.9% | $3,652-58.0% | $3,192-52.0% |
| Admin fee / account holder | $4,722 | $3,610+30.8% | $5,300-10.9% | $4,297+9.9% |