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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 | $34,996 | $47,944-27.0% | $67,834-48.4% | $62,881-44.3% |
| Participation rate | 58.7% | 61.1%-2.4pp | 68.8%-10.1pp | 69.3%-10.6pp |
| Annual return | 6.95% | 11.77%-4.8pp | 138.47%-131.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,371 | $1,562-12.3% | $2,403-43.0% | $2,281-39.9% |
| Participant deferral / active EE | $3,121 | $2,247+38.9% | $3,160-1.2% | $3,203-2.6% |
| Admin fee / account holder | $2,726 | $3,712-26.6% | $4,622-41.0% | $4,296-36.5% |