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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 | $30,652 | $147,556-79.2% | $129,031-76.2% | $198,609-84.6% |
| Participation rate | 57.1% | 77.2%-20.1pp | 73.4%-16.2pp | 82.4%-25.2pp |
| Annual return | 11.63% | 37.41%-25.8pp | 34.67%-23.0pp | 202.70%-191.1pp |
| Employer contribution / active EE | $1,990 | $3,645-45.4% | $3,226-38.3% | $5,055-60.6% |
| Participant deferral / active EE | $4,037 | $5,760-29.9% | $5,217-22.6% | $6,977-42.1% |
| Admin fee / account holder | $30,432 | $15,467+96.8% | $13,208+130.4% | $19,030+59.9% |