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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 | $29,060 | $58,627-50.4% | $76,735-62.1% | $82,448-64.8% |
| Participation rate | 65.9% | 63.2%+2.6pp | 69.5%-3.6pp | 68.1%-2.2pp |
| Annual return | 29.14% | 39.10%-10.0pp | 29.77%-0.6pp | 41.64%-12.5pp |
| Employer contribution / active EE | $1,398 | $1,729-19.1% | $2,454-43.0% | $2,551-45.2% |
| Participant deferral / active EE | $2,524 | $3,134-19.5% | $4,088-38.3% | $4,139-39.0% |
| Admin fee / account holder | $594 | $5,323-88.8% | $7,189-91.7% | $7,234-91.8% |