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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 | $36,096 | $73,978-51.2% | $96,515-62.6% | $75,173-52.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 25.70% | 26.72%-1.0pp | 35.73%-10.0pp | 160.72%-135.0pp |
| Employer contribution / active EE | $838 | $2,931-71.4% | $3,740-77.6% | $2,671-68.6% |
| Participant deferral / active EE | $2,813 | $3,660-23.2% | $4,880-42.4% | $4,126-31.8% |
| Admin fee / account holder | $1,516 | $5,219-70.9% | $6,735-77.5% | $5,651-73.2% |