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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 | $37,263 | $86,050-56.7% | $189,758-80.4% | $94,015-60.4% |
| Participation rate | 64.5% | 68.9%-4.4pp | 79.8%-15.3pp | 70.8%-6.3pp |
| Annual return | 17.02% | 17.77%-0.8pp | 52.62%-35.6pp | 17.84%-0.8pp |
| Employer contribution / active EE | $997 | $2,819-64.6% | $4,767-79.1% | $2,790-64.3% |
| Participant deferral / active EE | $1,810 | $3,349-45.9% | $5,856-69.1% | $4,249-57.4% |
| Admin fee / account holder | $1,109 | $6,627-83.3% | $20,388-94.6% | $8,951-87.6% |