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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 | $30,978 | $78,690-60.6% | $161,489-80.8% | $87,485-64.6% |
| Participation rate | 68.3% | 67.5%+0.9pp | 78.7%-10.4pp | 68.9%-0.6pp |
| Annual return | 13.53% | 32.74%-19.2pp | 89.72%-76.2pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,483 | $2,588-4.1% | $4,268-41.8% | $2,596-4.3% |
| Participant deferral / active EE | $1,403 | $3,311-57.6% | $5,630-75.1% | $4,274-67.2% |
| Admin fee / account holder | $3,971 | $6,724-40.9% | $16,006-75.2% | $7,775-48.9% |