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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 | $27,285 | $75,807-64.0% | $116,096-76.5% | $86,983-68.6% |
| Participation rate | 58.6% | 66.9%-8.2pp | 73.3%-14.7pp | 69.5%-10.9pp |
| Annual return | 20.65% | 18.57%+2.1pp | 326.25%-305.6pp | 25.83%-5.2pp |
| Employer contribution / active EE | $1,263 | $1,892-33.2% | $2,503-49.5% | $2,584-51.1% |
| Participant deferral / active EE | $3,599 | $3,212+12.1% | $3,952-8.9% | $4,194-14.2% |
| Admin fee / account holder | $2,032 | $6,659-69.5% | $7,704-73.6% | $7,856-74.1% |