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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 | $67,392 | $72,492-7.0% | $87,104-22.6% | $72,975-7.7% |
| Participation rate | 56.0% | 72.8%-16.8pp | 76.9%-20.9pp | 69.5%-13.5pp |
| Annual return | 19.80% | 24.46%-4.7pp | 28.19%-8.4pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,831 | $1,894-3.3% | $2,521-27.4% | $2,440-25.0% |
| Participant deferral / active EE | $2,601 | $3,270-20.5% | $4,048-35.8% | $3,608-27.9% |
| Admin fee / account holder | $370 | $5,055-92.7% | $7,491-95.1% | $5,124-92.8% |