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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 | $29,950 | $75,058-60.1% | $152,301-80.3% | $64,340-53.5% |
| Participation rate | 40.7% | 60.9%-20.2pp | 82.4%-41.8pp | 55.2%-14.6pp |
| Annual return | 17.16% | 29.93%-12.8pp | 80.50%-63.3pp | 24.14%-7.0pp |
| Employer contribution / active EE | $1,167 | $2,605-55.2% | $4,624-74.8% | $1,862-37.3% |
| Participant deferral / active EE | $2,365 | $5,041-53.1% | $8,004-70.5% | $2,980-20.6% |
| Admin fee / account holder | $4,458 | $4,050+10.1% | $14,398-69.0% | $3,703+20.4% |