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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 | $40,539 | $69,590-41.7% | $136,867-70.4% | $94,015-56.9% |
| Participation rate | 69.8% | 66.3%+3.4pp | 74.5%-4.8pp | 70.8%-1.1pp |
| Annual return | 13.09% | 19.62%-6.5pp | 42.97%-29.9pp | 17.84%-4.8pp |
| Employer contribution / active EE | $836 | $2,396-65.1% | $3,547-76.4% | $2,790-70.0% |
| Participant deferral / active EE | $2,068 | $3,437-39.8% | $4,924-58.0% | $4,249-51.3% |
| Admin fee / account holder | $1,322 | $8,912-85.2% | $10,340-87.2% | $8,951-85.2% |