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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 | $96,731-68.0% | $123,973-75.0% | $86,983-64.4% |
| Participation rate | 65.4% | 70.0%-4.6pp | 76.7%-11.3pp | 69.5%-4.2pp |
| Annual return | 20.07% | 17.33%+2.7pp | 388.13%-368.1pp | 25.83%-5.8pp |
| Employer contribution / active EE | $2,223 | $3,297-32.6% | $4,126-46.1% | $2,584-14.0% |
| Participant deferral / active EE | $3,212 | $4,152-22.6% | $5,247-38.8% | $4,194-23.4% |
| Admin fee / account holder | $841 | $8,722-90.4% | $11,799-92.9% | $7,856-89.3% |