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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 | $34,654 | $81,331-57.4% | $155,534-77.7% | $80,935-57.2% |
| Participation rate | 68.4% | 66.3%+2.2pp | 78.2%-9.8pp | 67.7%+0.8pp |
| Annual return | 18.76% | 33.37%-14.6pp | 64.92%-46.2pp | 35.66%-16.9pp |
| Employer contribution / active EE | $1,788 | $3,105-42.4% | $4,675-61.8% | $2,757-35.1% |
| Participant deferral / active EE | $4,201 | $3,454+21.6% | $5,630-25.4% | $4,299-2.3% |
| Admin fee / account holder | $2,184 | $7,999-72.7% | $15,900-86.3% | $6,924-68.5% |