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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 | $30,970 | $93,345-66.8% | $119,126-74.0% | $87,485-64.6% |
| Participation rate | 65.4% | 68.7%-3.4pp | 75.8%-10.4pp | 68.9%-3.5pp |
| Annual return | 20.07% | 19.08%+1.0pp | 282.11%-262.0pp | 26.06%-6.0pp |
| Employer contribution / active EE | $2,223 | $3,172-29.9% | $4,034-44.9% | $2,596-14.4% |
| Participant deferral / active EE | $3,212 | $4,099-21.6% | $5,318-39.6% | $4,274-24.8% |
| Admin fee / account holder | $841 | $8,039-89.5% | $10,693-92.1% | $7,775-89.2% |