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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 | $42,401 | $77,920-45.6% | $149,723-71.7% | $75,177-43.6% |
| Participation rate | 65.9% | 65.6%+0.4pp | 78.8%-12.8pp | 67.2%-1.3pp |
| Annual return | 16.03% | 31.72%-15.7pp | 134.50%-118.5pp | 160.75%-144.7pp |
| Employer contribution / active EE | $1,370 | $3,138-56.4% | $4,821-71.6% | $2,671-48.7% |
| Participant deferral / active EE | $1,073 | $3,411-68.6% | $5,682-81.1% | $4,126-74.0% |
| Admin fee / account holder | $3,781 | $5,951-36.5% | $13,215-71.4% | $5,651-33.1% |