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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 | $29,322 | $43,730-32.9% | $121,220-75.8% | $64,173-54.3% |
| Participation rate | 35.4% | 58.3%-23.0pp | 71.8%-36.4pp | 69.6%-34.2pp |
| Annual return | 10.96% | 68.94%-58.0pp | 16.94%-6.0pp | 7.63%+3.3pp |
| Employer contribution / active EE | $996 | $1,297-23.2% | $4,023-75.2% | $2,381-58.2% |
| Participant deferral / active EE | $1,546 | $2,281-32.2% | $3,345-53.8% | $3,470-55.4% |
| Admin fee / account holder | $4,702 | $3,502+34.2% | $5,021-6.4% | $4,887-3.8% |