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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 | $33,972 | $81,276-58.2% | $155,574-78.2% | $80,925-58.0% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 12.51% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $538 | $3,103-82.6% | $4,676-88.5% | $2,756-80.5% |
| Participant deferral / active EE | $1,316 | $3,453-61.9% | $5,629-76.6% | $4,299-69.4% |
| Admin fee / account holder | $5,786 | $7,993-27.6% | $15,914-63.6% | $6,940-16.6% |