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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 | $29,063 | $77,901-62.7% | $149,717-80.6% | $75,181-61.3% |
| Participation rate | 64.6% | 65.6%-0.9pp | 78.8%-14.1pp | 67.2%-2.6pp |
| Annual return | 14.96% | 31.73%-16.8pp | 134.41%-119.4pp | 160.69%-145.7pp |
| Employer contribution / active EE | $1,348 | $3,137-57.0% | $4,820-72.0% | $2,671-49.5% |
| Participant deferral / active EE | $2,073 | $3,411-39.2% | $5,682-63.5% | $4,126-49.8% |
| Admin fee / account holder | $5,713 | $5,949-4.0% | $13,213-56.8% | $5,650+1.1% |