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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 | $28,325 | $46,596-39.2% | $64,099-55.8% | $75,181-62.3% |
| Participation rate | 65.4% | 65.9%-0.5pp | 72.3%-6.9pp | 67.2%-1.8pp |
| Annual return | 22.08% | 26.04%-4.0pp | 33.70%-11.6pp | 160.69%-138.6pp |
| Employer contribution / active EE | $1,569 | $1,975-20.5% | $2,748-42.9% | $2,671-41.2% |
| Participant deferral / active EE | $6,529 | $2,837+130.1% | $3,881+68.2% | $4,126+58.2% |
| Admin fee / account holder | $2,890 | $2,954-2.2% | $3,070-5.9% | $5,650-48.8% |