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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 | $37,811 | $46,534-18.7% | $64,097-41.0% | $75,177-49.7% |
| Participation rate | 57.4% | 65.9%-8.5pp | 72.3%-14.9pp | 67.2%-9.8pp |
| Annual return | 14.07% | 26.07%-12.0pp | 33.75%-19.7pp | 160.75%-146.7pp |
| Employer contribution / active EE | $556 | $1,976-71.9% | $2,750-79.8% | $2,671-79.2% |
| Participant deferral / active EE | $1,363 | $2,835-51.9% | $3,881-64.9% | $4,126-67.0% |
| Admin fee / account holder | $1,351 | $2,957-54.3% | $3,070-56.0% | $5,651-76.1% |