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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 | $30,867 | $43,730-29.4% | $121,220-74.5% | $64,173-51.9% |
| Participation rate | 65.3% | 58.3%+7.0pp | 71.8%-6.5pp | 69.6%-4.3pp |
| Annual return | 3.15% | 68.94%-65.8pp | 16.94%-13.8pp | 7.63%-4.5pp |
| Employer contribution / active EE | $635 | $1,297-51.0% | $4,023-84.2% | $2,381-73.3% |
| Participant deferral / active EE | $1,773 | $2,281-22.3% | $3,345-47.0% | $3,470-48.9% |
| Admin fee / account holder | $824 | $3,502-76.5% | $5,021-83.6% | $4,887-83.1% |