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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 | $32,522 | $58,493-44.4% | $84,023-61.3% | $72,976-55.4% |
| Participation rate | 65.0% | 61.2%+3.8pp | 69.0%-4.0pp | 69.5%-4.5pp |
| Annual return | 21.54% | 28.93%-7.4pp | 71.32%-49.8pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,639 | $2,394-31.5% | $3,239-49.4% | $3,608-54.6% |
| Admin fee / account holder | $3,076 | $4,569-32.7% | $6,102-49.6% | $5,124-40.0% |