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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 | $37,034 | $72,027-48.6% | $185,835-80.1% | $79,852-53.6% |
| Participation rate | 52.8% | 65.8%-13.0pp | 78.0%-25.3pp | 69.6%-16.9pp |
| Annual return | 33.08% | 23.13%+10.0pp | 35.96%-2.9pp | 31.72%+1.4pp |
| Employer contribution / active EE | $1,074 | $1,965-45.3% | $4,087-73.7% | $2,471-56.5% |
| Participant deferral / active EE | $2,946 | $3,780-22.0% | $5,633-47.7% | $3,740-21.2% |
| Admin fee / account holder | $6,520 | $4,513+44.5% | $9,502-31.4% | $5,306+22.9% |