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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 | $39,363 | $81,331-51.6% | $155,534-74.7% | $80,935-51.4% |
| Participation rate | 61.7% | 66.3%-4.6pp | 78.2%-16.6pp | 67.7%-6.0pp |
| Annual return | 12.16% | 33.37%-21.2pp | 64.92%-52.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $950 | $3,105-69.4% | $4,675-79.7% | $2,757-65.5% |
| Participant deferral / active EE | $1,566 | $3,454-54.7% | $5,630-72.2% | $4,299-63.6% |
| Admin fee / account holder | $4,713 | $7,999-41.1% | $15,900-70.4% | $6,924-31.9% |