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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 | $41,659 | $83,898-50.3% | $133,346-68.8% | $94,015-55.7% |
| Participation rate | 64.3% | 63.4%+0.9pp | 72.8%-8.6pp | 70.8%-6.5pp |
| Annual return | 11.90% | 16.00%-4.1pp | 36.85%-24.9pp | 17.84%-5.9pp |
| Employer contribution / active EE | $536 | $1,821-70.6% | $2,853-81.2% | $2,790-80.8% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,968 | $7,809-49.2% | $14,264-72.2% | $8,951-55.7% |