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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 | $76,834-59.6% | $108,359-71.3% | $87,485-64.5% |
| Participation rate | 61.3% | 61.7%-0.4pp | 70.1%-8.8pp | 68.9%-7.6pp |
| Annual return | 13.20% | 19.09%-5.9pp | 36.89%-23.7pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,150 | $1,556-26.1% | $2,399-52.1% | $2,596-55.7% |
| Participant deferral / active EE | $2,489 | $3,100-19.7% | $4,137-39.8% | $4,274-41.8% |
| Admin fee / account holder | $1,637 | $6,537-75.0% | $9,741-83.2% | $7,775-78.9% |