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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 | $30,792 | $112,729-72.7% | $98,716-68.8% | $137,256-77.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 33.23% | 38.48%-5.2pp | 31.81%+1.4pp | 220.34%-187.1pp |
| Employer contribution / active EE | $1,760 | $2,725-35.4% | $2,279-22.7% | $4,156-57.6% |
| Participant deferral / active EE | $4,084 | $4,640-12.0% | $4,048+0.9% | $6,407-36.3% |
| Admin fee / account holder | $1,455 | $10,129-85.6% | $8,703-83.3% | $12,270-88.1% |