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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 | $33,279 | $46,877-29.0% | $122,354-72.8% | $70,126-52.5% |
| Participation rate | 67.6% | 58.2%+9.4pp | 71.6%-4.0pp | 69.5%-1.9pp |
| Annual return | 19.07% | 24.22%-5.2pp | 30.28%-11.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $297 | $1,288-77.0% | $4,051-92.7% | $2,343-87.3% |
| Participant deferral / active EE | $3,455 | $2,167+59.4% | $3,287+5.1% | $3,332+3.7% |
| Admin fee / account holder | $988 | $3,324-70.3% | $5,479-82.0% | $4,645-78.7% |