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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 | $35,120 | $45,087-22.1% | $69,483-49.5% | $72,976-51.9% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.6%-24.6pp | 69.5%-19.5pp |
| Annual return | 14.07% | 22.67%-8.6pp | 28.99%-14.9pp | 81.02%-66.9pp |
| Employer contribution / active EE | $2,994 | $2,055+45.7% | $2,780+7.7% | $2,440+22.7% |
| Participant deferral / active EE | $1,888 | $2,603-27.5% | $3,537-46.6% | $3,608-47.7% |
| Admin fee / account holder | $686 | $3,057-77.6% | $3,841-82.1% | $5,124-86.6% |