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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 | $34,758 | $76,371-54.5% | $93,621-62.9% | $72,975-52.4% |
| Participation rate | 41.5% | 71.8%-30.3pp | 75.8%-34.4pp | 69.5%-28.0pp |
| Annual return | 18.03% | 25.82%-7.8pp | 32.76%-14.7pp | 81.01%-63.0pp |
| Employer contribution / active EE | $945 | $2,276-58.5% | $2,719-65.2% | $2,440-61.3% |
| Participant deferral / active EE | $2,213 | $3,538-37.5% | $4,070-45.6% | $3,608-38.7% |
| Admin fee / account holder | $2,069 | $6,839-69.8% | $7,890-73.8% | $5,124-59.6% |