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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 | $34,915 | $41,016-14.9% | $152,093-77.0% | $64,097-45.5% |
| Participation rate | 32.4% | 51.3%-18.9pp | 77.8%-45.3pp | 55.2%-22.8pp |
| Annual return | 14.98% | 39.60%-24.6pp | 66.36%-51.4pp | 34.64%-19.7pp |
| Employer contribution / active EE | $473 | $1,342-64.7% | $4,175-88.7% | $1,891-75.0% |
| Participant deferral / active EE | $662 | $1,927-65.6% | $5,451-87.9% | $3,080-78.5% |
| Admin fee / account holder | $2,965 | $2,305+28.6% | $14,497-79.5% | $3,454-14.2% |