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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 | $31,056 | $73,787-57.9% | $98,716-68.5% | $82,448-62.3% |
| Participation rate | 61.3% | 61.4%-0.1pp | 69.3%-8.0pp | 68.1%-6.8pp |
| Annual return | 13.20% | 18.57%-5.4pp | 31.81%-18.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,150 | $1,511-23.9% | $2,279-49.5% | $2,551-54.9% |
| Participant deferral / active EE | $2,489 | $3,081-19.2% | $4,048-38.5% | $4,139-39.9% |
| Admin fee / account holder | $1,637 | $6,500-74.8% | $8,703-81.2% | $7,234-77.4% |