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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 | $32,820 | $57,140-42.6% | $85,240-61.5% | $80,959-59.5% |
| Participation rate | 60.6% | 56.4%+4.2pp | 67.5%-6.9pp | 67.7%-7.1pp |
| Annual return | 11.43% | 21.71%-10.3pp | 66.75%-55.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,274 | $1,802-29.3% | $2,735-53.4% | $2,757-53.8% |
| Participant deferral / active EE | $4,594 | $3,115+47.5% | $4,527+1.5% | $4,300+6.8% |
| Admin fee / account holder | $510 | $4,992-89.8% | $6,165-91.7% | $6,925-92.6% |