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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 | $29,059 | $34,316-15.3% | $74,722-61.1% | $72,975-60.2% |
| Participation rate | 53.1% | 42.4%+10.7pp | 54.5%-1.4pp | 69.5%-16.4pp |
| Annual return | 19.52% | 26.58%-7.1pp | 753.11%-733.6pp | 81.01%-61.5pp |
| Employer contribution / active EE | $695 | $692+0.5% | $1,084-35.9% | $2,440-71.5% |
| Participant deferral / active EE | $1,112 | $1,272-12.6% | $1,963-43.4% | $3,608-69.2% |
| Admin fee / account holder | $1,321 | $2,125-37.8% | $3,335-60.4% | $5,124-74.2% |