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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 | $33,343 | $49,255-32.3% | $70,494-52.7% | $79,856-58.2% |
| Participation rate | 68.6% | 69.2%-0.6pp | 75.1%-6.5pp | 69.6%-1.1pp |
| Annual return | 11.93% | 30.10%-18.2pp | 109.16%-97.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $546 | $2,100-74.0% | $2,738-80.0% | $2,471-77.9% |
| Participant deferral / active EE | $1,895 | $2,768-31.5% | $3,711-48.9% | $3,741-49.3% |
| Admin fee / account holder | $5,558 | $2,879+93.0% | $3,848+44.4% | $5,306+4.7% |