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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 | $30,871 | $98,766-68.7% | $149,730-79.4% | $79,852-61.3% |
| Participation rate | 57.8% | 75.8%-18.0pp | 82.5%-24.7pp | 69.6%-11.8pp |
| Annual return | 25.88% | 27.43%-1.5pp | 276.70%-250.8pp | 31.72%-5.8pp |
| Employer contribution / active EE | $1,440 | $3,217-55.2% | $4,645-69.0% | $2,471-41.7% |
| Participant deferral / active EE | $2,958 | $5,681-47.9% | $6,843-56.8% | $3,740-20.9% |
| Admin fee / account holder | $302 | $6,052-95.0% | $9,310-96.8% | $5,306-94.3% |