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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 | $34,815 | $67,776-48.6% | $90,312-61.4% | $65,306-46.7% |
| Participation rate | 43.8% | 58.1%-14.3pp | 72.9%-29.1pp | 57.7%-13.9pp |
| Annual return | 18.46% | 16.62%+1.8pp | 18.90%-0.4pp | 21.94%-3.5pp |
| Employer contribution / active EE | $820 | $2,195-62.6% | $2,243-63.4% | $1,967-58.3% |
| Participant deferral / active EE | $1,629 | $2,641-38.3% | $3,749-56.6% | $2,959-45.0% |
| Admin fee / account holder | $3,005 | $3,322-9.5% | $8,248-63.6% | $3,480-13.7% |