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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 | $35,591 | $65,712-45.8% | $57,196-37.8% | $273,972-87.0% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 23.40% | 22.01%+1.4pp | 14.59%+8.8pp | 41.46%-18.1pp |
| Employer contribution / active EE | $415 | $3,280-87.3% | $2,683-84.5% | $4,869-91.5% |
| Participant deferral / active EE | $1,309 | $3,782-65.4% | $3,096-57.7% | $5,287-75.2% |
| Admin fee / account holder | $146,675 | $4,838+2932.0% | $3,141+4570.3% | $10,133+1347.6% |