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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 | $28,427 | $39,162-27.4% | $100,671-71.8% | $59,633-52.3% |
| Participation rate | 62.9% | 55.9%+7.0pp | 70.7%-7.9pp | 68.7%-5.8pp |
| Annual return | -0.87% | 21.07%-21.9pp | 20.43%-21.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,229 | $1,151+6.8% | $4,012-69.4% | $2,203-44.2% |
| Participant deferral / active EE | $1,807 | $1,992-9.3% | $3,144-42.5% | $3,192-43.4% |
| Admin fee / account holder | $696 | $2,969-76.6% | $4,850-85.7% | $4,297-83.8% |