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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 | $38,844 | $48,364-19.7% | $71,796-45.9% | $62,881-38.2% |
| Participation rate | 61.8% | 60.6%+1.2pp | 69.1%-7.3pp | 69.3%-7.5pp |
| Annual return | 7.21% | 13.16%-6.0pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $301 | $1,042-71.1% | $1,924-84.3% | $2,281-86.8% |
| Participant deferral / active EE | $1,255 | $2,091-40.0% | $2,794-55.1% | $3,203-60.8% |
| Admin fee / account holder | $4,662 | $3,771+23.6% | $4,815-3.2% | $4,296+8.5% |