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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 | $29,957 | $48,337-38.0% | $67,560-55.7% | $80,959-63.0% |
| Participation rate | 61.5% | 66.4%-4.9pp | 72.9%-11.4pp | 67.7%-6.1pp |
| Annual return | 17.82% | 18.26%-0.4pp | 3533.50%-3515.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,512 | $2,023-25.3% | $2,737-44.8% | $2,757-45.2% |
| Participant deferral / active EE | $3,695 | $2,928+26.2% | $4,004-7.7% | $4,300-14.1% |
| Admin fee / account holder | $1,476 | $3,695-60.1% | $3,994-63.0% | $6,925-78.7% |