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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 | $35,844 | $45,050-20.4% | $63,018-43.1% | $70,126-48.9% |
| Participation rate | 36.7% | 69.5%-32.8pp | 74.8%-38.1pp | 69.5%-32.9pp |
| Annual return | 12.15% | 18.76%-6.6pp | 87.62%-75.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $922 | $2,052-55.1% | $2,761-66.6% | $2,343-60.7% |
| Participant deferral / active EE | $3,299 | $2,466+33.8% | $3,330-0.9% | $3,332-1.0% |
| Admin fee / account holder | $4,997 | $2,834+76.3% | $3,601+38.8% | $4,645+7.6% |