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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 | $32,724 | $61,391-46.7% | $149,723-78.1% | $71,529-54.3% |
| Participation rate | 35.4% | 62.5%-27.1pp | 78.8%-43.4pp | 67.9%-32.5pp |
| Annual return | 15.65% | 35.88%-20.2pp | 134.50%-118.8pp | 28.97%-13.3pp |
| Employer contribution / active EE | $815 | $2,384-65.8% | $4,821-83.1% | $2,590-68.5% |
| Participant deferral / active EE | $1,669 | $2,921-42.9% | $5,682-70.6% | $4,291-61.1% |
| Admin fee / account holder | $1,564 | $1,264+23.7% | $13,215-88.2% | $1,588-1.5% |