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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 | $30,234 | $99,345-69.6% | $84,753-64.3% | $273,972-89.0% |
| Participation rate | 41.7% | 80.7%-39.0pp | 76.6%-34.9pp | 83.0%-41.3pp |
| Annual return | 19.48% | 22.93%-3.4pp | 22.78%-3.3pp | 41.46%-22.0pp |
| Employer contribution / active EE | $1,225 | $4,214-70.9% | $3,574-65.7% | $4,869-74.8% |
| Participant deferral / active EE | $4,838 | $4,270+13.3% | $3,712+30.3% | $5,287-8.5% |
| Admin fee / account holder | $430 | $6,645-93.5% | $5,333-91.9% | $10,133-95.8% |