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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 | $35,470 | $65,364-45.7% | $92,909-61.8% | $72,975-51.4% |
| Participation rate | 53.8% | 68.3%-14.5pp | 76.0%-22.2pp | 69.5%-15.6pp |
| Annual return | 17.03% | 42.11%-25.1pp | 109.44%-92.4pp | 81.01%-64.0pp |
| Employer contribution / active EE | $707 | $2,594-72.7% | $3,653-80.6% | $2,440-71.0% |
| Participant deferral / active EE | $1,505 | $3,128-51.9% | $4,238-64.5% | $3,608-58.3% |
| Admin fee / account holder | $1,020 | $4,251-76.0% | $5,795-82.4% | $5,124-80.1% |