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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 | $33,120 | $72,486-54.3% | $87,103-62.0% | $72,976-54.6% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.9%-17.5pp | 69.5%-10.1pp |
| Annual return | 22.86% | 24.46%-1.6pp | 28.19%-5.3pp | 81.02%-58.2pp |
| Employer contribution / active EE | $1,251 | $1,894-33.9% | $2,521-50.4% | $2,440-48.7% |
| Participant deferral / active EE | $4,489 | $3,270+37.3% | $4,049+10.9% | $3,608+24.4% |
| Admin fee / account holder | $2,216 | $5,055-56.2% | $7,491-70.4% | $5,124-56.8% |