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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 | $34,968 | $64,920-46.1% | $103,693-66.3% | $86,983-59.8% |
| Participation rate | 59.7% | 63.6%-3.9pp | 72.6%-12.9pp | 69.5%-9.8pp |
| Annual return | 15.44% | 30.29%-14.9pp | 47.61%-32.2pp | 25.83%-10.4pp |
| Employer contribution / active EE | $2,304 | $2,141+7.6% | $2,920-21.1% | $2,584-10.9% |
| Participant deferral / active EE | $1,634 | $3,241-49.6% | $4,579-64.3% | $4,194-61.0% |
| Admin fee / account holder | $1,916 | $6,191-69.0% | $7,858-75.6% | $7,856-75.6% |