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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 | $57,061-42.5% | $85,063-61.4% | $80,911-59.4% |
| Participation rate | 60.6% | 56.3%+4.3pp | 67.5%-6.9pp | 67.6%-7.0pp |
| Annual return | 11.43% | 21.66%-10.2pp | 66.54%-55.1pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,274 | $1,799-29.2% | $2,727-53.3% | $2,756-53.8% |
| Participant deferral / active EE | $4,594 | $3,110+47.7% | $4,523+1.6% | $4,297+6.9% |
| Admin fee / account holder | $510 | $4,986-89.8% | $6,155-91.7% | $6,935-92.6% |