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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 | $31,773 | $185,312-82.9% | $161,489-80.3% | $154,746-79.5% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 10.17% | 103.84%-93.7pp | 89.72%-79.6pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,487 | $4,769-68.8% | $4,268-65.2% | $4,379-66.0% |
| Participant deferral / active EE | $2,715 | $6,350-57.2% | $5,630-51.8% | $6,730-59.7% |
| Admin fee / account holder | $29,917 | $18,654+60.4% | $16,006+86.9% | $14,365+108.3% |