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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 | $29,404 | $48,284-39.1% | $67,524-56.5% | $80,911-63.7% |
| Participation rate | 67.7% | 66.4%+1.3pp | 72.9%-5.2pp | 67.6%+0.1pp |
| Annual return | 13.02% | 18.27%-5.2pp | 3519.41%-3506.4pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,637 | $2,021-19.0% | $2,734-40.1% | $2,756-40.6% |
| Participant deferral / active EE | $2,834 | $2,927-3.2% | $4,001-29.2% | $4,297-34.0% |
| Admin fee / account holder | $1,487 | $3,688-59.7% | $4,001-62.8% | $6,935-78.6% |