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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 | $36,180 | $41,016-11.8% | $152,093-76.2% | $64,097-43.6% |
| Participation rate | 28.7% | 51.3%-22.6pp | 77.8%-49.0pp | 55.2%-26.4pp |
| Annual return | 19.22% | 39.60%-20.4pp | 66.36%-47.1pp | 34.64%-15.4pp |
| Employer contribution / active EE | $359 | $1,342-73.3% | $4,175-91.4% | $1,891-81.0% |
| Participant deferral / active EE | $1,577 | $1,927-18.2% | $5,451-71.1% | $3,080-48.8% |
| Admin fee / account holder | $3,583 | $2,305+55.4% | $14,497-75.3% | $3,454+3.7% |