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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 | $35,238 | $45,082-21.8% | $69,464-49.3% | $72,975-51.7% |
| Participation rate | 57.1% | 68.5%-11.3pp | 74.6%-17.5pp | 69.5%-12.3pp |
| Annual return | 5.98% | 22.66%-16.7pp | 28.98%-23.0pp | 81.01%-75.0pp |
| Employer contribution / active EE | $1,096 | $2,055-46.7% | $2,779-60.6% | $2,440-55.1% |
| Participant deferral / active EE | $3,678 | $2,604+41.3% | $3,536+4.0% | $3,608+1.9% |
| Admin fee / account holder | $361 | $3,057-88.2% | $3,840-90.6% | $5,124-93.0% |